SYMPOSIUM BREAKOUT: October 11, Dr. Mary Bell Carlson, Beyond the Numbers: Finding the Motivation

Dr. Mary Bell Carlson, PhD, CFP®, AFC®

REGISTER NOW and save $100

Presentation Scheduled for Tuesday, 2:55-3:45 pm
Anticipated CE: 1 CFP, 1 NASBA/CPE, 1 CIMA, .75 CLE Stnd

Beyond the Numbers: Finding the Motivation
Have you ever had that moment when you’ve spent countless hours working on a financial plan to find out that your client didn’t implement the recommendations you gave? Why? You did a slam dunk presentation, made sure to answer all of their financial questions, and laid everything out in an easy to read format. But nothing changes. They continue in their old ways no matter how hard you try. What do you do now?

If you are like many planners, it can be frustrating to not be able to motivate a client to implement the recommended changes. What is going on? Is it you? Is it them? How do you make them change? If you’ve ever wondered this, then this workshop is a must attend event!

In my research and practice, I’ve learned that a client's motivation (or lack thereof) is central to the success (or lack of success) to an effective financial plan. I will give you insight into how the human brain works and how to motivate your clients for good. Using research from psychology, I’ll teach you how to implement these behavior changing techniques in your practice. It will help you become a better listener, engage with others more effectively, and be genuine in your approach. You will learn more about not only how to engage with your current client base more effectively, but also connect in a way that will increase your referral base and enhance long-lasting relationships with your clients.

Come learn how to apply proven techniques from the field of psychology to encourage your client’s motivation and improve your relationships. It is an opportunity that you cannot afford to miss!

Social media ideas:
Want more insight on #clientbehavior? Then come learn techniques you can implement today to make your practice more effective. Taught by @MaryBellConsult #behavioralfinance

Need insight on how to motivate clients? Then don’t miss this session @FPAMN. Taught by @MaryBellConsult