ACP Webinar: Talking About Money - Having the Candid Conversations Your Clients Need

Stop Talking About Money: Having the Candid Conversations Your Clients Need and Aren't Having Anywhere Else

Kate Holmes, CFP®

Founder & CEO

Belmore Financial, LLC
CE credit: 1 CFP/NAPFA

Many of us follow life’s traditional path: education, marriage, kids, house, career, save, retire. As a planner, you know how to help your clients reach these goals. But the real value comes in helping clients acknowledge the goals and dreams they’re too scared to admit to themselves. These often go against the life others expect us to live, so we dismiss them. 

Divorce rates are steadily high and nuclear families are in the minority. What if you could help a client realize in advance they don’t want to get married? Or don’t want to have kids? What if you talked less about money, and more about what people really want (even if they don't know themselves) before diving into the financial side of things?

You must first ensure you're having candid and authentic conversations with yourself, however. This isn't easy, but once it happens, you'll be an effective guide for your clients through these tough conversations. And they'll thank you for it. 

Registration URL: https://attendee.gotowebinar.com/register/8493932194035939842
Webinar ID: 128-537-147

Participants can use their computer's microphone and speakers (VoIP) or telephone.