A Journey to Financial Wellbeing: Reframing Your Client Relationships
Presentation Scheduled for Monday, 9:50-10:50 am
Pending CE Approval: 1 CFP, 1 NASBA/CPE, 1 CLE Stnd, 1 CIMA, 1 MN insurance
NO CE: WI insurance
Too often, the consumer culture is the dominant voice in shaping the money habits and decisions of individuals and families. This can lead to unfortunate consequences such as increased stress and diminished wellbeing—regardless of one’s net worth. Nathan Dungan, founder of Share Save Spend® and industry thought–leader, will offer insights on how these trends are shaping your clients money narrative, why they are presenting significant challenges to generational wealth transitions and what role advisers can play in reframing client conversations about money and the role it plays in their lives. Nathan will share key discoveries from their ground-breaking research with families and how those findings are informing a variety of successful collaborations with advisors and wealth management firms.