Friday, November 16th, 2018
Category: Financial Empathy
Why Financial Empathy Matters
Financial counselors/coaches do an extraordinary job of providing clients with the necessary financial knowledge and resources to help their clients achieve financial stability and a sense of well-being. Sometimes, however, these efforts are not enough. In this session, we will explore how demonstrating financial empathy can help support current efforts to build rapport with clients as well as improve outcomes.
*CFP Pre-Approved Session - 1 CEU