Financial Planners are invited to go deeper into what client trust looks and feels like. During this presentation financial planners will be introduced to four models of understanding how their clients experience trust and what they can do to help them move towards increasing trust. As financial planners learn more about the psychology of human and brain development they will have new ways to understand what is blocking their clients from taking the next steps in the financial planning process. REGISTER
ABOUT ED:
MARRIAGE & FAMILY THERAPIST | SPEAKER | FINANCIAL PLANNER
Ed is a firefighter turned financial advisor turned marriage and family therapist. He has over 20 years of experience working with people and their money. He knows first hand just how stressed people can get around their finances, especially with their partners. The tension, the pressure, and the distress couples can feel around their finances is intense and can be destructive. So with an MBA in corporate finance, a Certified Planner Designation, and a Master’s in Marriage and Family Therapy, he's created Healthy Love and Money a website with courses and programs for individuals and couples to learn about their relationship with money