Positive & Productive Client Communication: Behavioral Finance in Action
Barbara Kay, MA, LPC, RCC, TIPC, CTP
Normal human biases drive emotional and unproductive client decisions. Learn how to recognize the most common biases and a practical process to lead clients to positive and productive decisions. Finally, learn universal communication techniques for every client conversation.
Barbara is a business psychology and productivity coach serving financial services professionals and organizations nationwide. She specializes in Growth, Productivity, Teams, Client Relationships, Sales Psychology, Behavioral Finance, Communication, Change, Women and Leadership.
Barbara is the leadership columnist for the Journal of Financial Planning and author of over 20 Journal articles on practice management, client communication, and behavioral finance. In addition, she has published two books, the Top Performer’s Guide to Change and The $14 Trillion Dollar Woman: Your Essential Guide to Engaging the Female Client. You’ll also find Barbara’s expertise shared across the industry through conferences, podcasts, webinars in partnership with industry associations, wholesale partners and wealth management organizations.
Barbara is long time contributor to the FPA. Over the last 15 years Barbara helped launch the FPA mentoring program, hosted the Business Success Knowledge Circle, and served the FPA Coaches Corner. She’s presented at FPA Chapters, FPA Retreat and FPA Annual on multiple occasions. As a special benefit to the FPA, Barbara offers all members free coaching.
Retire Well: 4 Ways To Help Clients Plan For Retirement Beyond The Numbers
Jessi Chadd, CFP®, CeFT, Chief Wealth Officer, Aspyre Wealth Partners
We know that one of the top reasons people hire a financial planner is to answer the question: Am I on track for retirement? And we know the answer to this question is not just about the money. Retirement is not simply putting a date on the calendar and moving from what was to what will be. Retirement is an opportunity to rest, reinvent, reengage, reignite, reassess, and refine. For clients to get the most out of this transition, they need a plan beyond saving money and funding expenses in retirement. What does it look like for advisors to help their clients retire well? In this presentation, we will define retirement as a wholistic life approach that goes beyond the traditional considerations of income planning, Social Security strategies, and RMD tax planning. A life center retirement plan that includes financial capital, human capital, health capital, a plan for engagement, defining life, and focusing on legacy.
Jessi joined Aspyre in 2008 as a Financial Planning Associate and has made significant contributions to overall client service and our wealth management processes. In 2022, Jessi was named Chief Wealth Office and became a shareholder in the company. Jessi partners with clients and helps them do life centered wealth planning. She defines wealth as financial capital plus human capital plus health capital. She has a passion for helping people navigate life’s twists and turns with confidence. Jessi received her B.S. in Family Studies and Human Services, with emphasis in personal financial planning from Kansas State University. Jessi completed her CFP® certification in 2010, earned her M.S. in Financial Services from The American College in 2012, and became a Certified Financial Transitionist® (CeFT) in 2019. Jessi lives with her husband, Chad, and they have a golden retriever, Walter, and an orange tabby cat, Todd. They enjoy living a healthy lifestyle, watching movies, baking, and traveling as much as possible!
Continuing Education: Two hours CFP®, Two hours Kansas Insurance
This event sponsored by Platinum Partner:
