Representation | On-Demand Webcasts
Creating Better Behavioral Finance Decisions for Clients Through Money Coaching
In this webcast, Hilary Fiorella, Executive Director of the American College Center for Women in Financial Services, and Dr. Timi Joy Jorgensen, Assistant Professor and Director of Financial Education and Well-Being at The College, host a discussion with three professional money coaches on how to use the principles of psychology and behavioral finance to keep clients on the right track and build trust in you as an advisor.SPECIAL GUESTS:Leah Davis, Wealth and Wellness Coach for Women of Color & Leah Davis CoachingJennifer Jost, CDFA®, CMC®, Speaker, Money Coach, and Wealth Advisor for Diamond Life PlanningTammy Lally, CMC®, LUTCF®, Speaker, Money Coach, and Author at Tammy Lally The Money Coach
August 18, 2021
August 18, 2021
Philanthropic Planning | Insights
The Advisor's Role in Helping Clients with Meaningful Life Transitions
August 12, 2021
Practice Management | On-Demand Webcasts
Empowering Financial Professionals Through Choice Management
August 04, 2021
Philanthropic Planning | Insights
The Unexpected Adventures of a Philanthropy Book Club's Founder
July 26, 2021
Special Needs Planning | On-Demand Webcasts
The Convergence - Special Needs Planning and Women
July 15, 2021
Special Needs Planning | On-Demand Webcasts
Establishing Tax Basics of Special Needs Trusts
June 17, 2021