Live Webinar: Feb. 23 from 12pm - 1pm PST

Gain insights into client behavior, tailor your guidance, and boost revenue through lasting connections. Topics covered:

• High-impact behavioral finance skills 
• Human behaviors and emotions involved in financial decision-making
• Methods to personalize guidance based on financial personality type
• Enhanced communication styles
• Ways to attract more clients
• Earn 1 CFP CE credit

Complete your registration and a Zoom link will be emailed to you before the event.