Creating Better Behavioral Finance Decisions for Clients Through Money Coaching

Tuesday, August 17, 2021

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 Coaching

Jennifer Jost, CDFA®, CMC®, Speaker, Money Coach, and Wealth Advisor for Diamond Life Planning

Tammy Lally, CMC®, LUTCF®, Speaker, Money Coach, and Author at Tammy Lally The Money Coach