SYMPOSIUM BREAKOUT – October 17, Jay Mooreland – Personality Driven Financial Coaching: Reaching Financial Goals

Jay Mooreland, MS, CFP® - Founder, The Emotional InvestorRegister Today for Early Bird Rate:
Personality Driven Financial Coaching: Reaching Financial Goals
Presentation Scheduled for Tuesday, October 17, 2:55-3:45 pm
Anticipated CE: 1 CFP, 1 NASBA/CPE, 1 CIMA, 1 MN insurance, 1 WI insurance, .75 CLE Stnd

Communication is at the heart of all relationships. Whether it is in our personal or business life, we have learned that how we say something can be just as important as what we say. So how do you communicate with your clients? Oftentimes we communicate with others the same way we like to be communicated with. Effective communication is about communicating with others the way they want it done.

In this presentation, you will learn how to identify your client’s communication preference and how to tailor your communication to each one. This will give you greater confidence and help your clients feel that you “get” them. Additionally, we will discuss a few perceptions to communicate/coach your clients that will help them improve their decision-making process.