Credit Union Training on Financial Behaviors, Emotions and Attitudes

The Issue: How to train financial services professionals to easily understand the emotional and behavioral side of finance to better relate to financial clients. Who: Joanie Davis, Community [...]

Making Financial Planning Classes Relevant and Engaging

The Issue: How to get participants in financial planning classes to look at how and why they spend and save. Also, how to talk about money in a fun, non-threatening and engaging way. Who: Robert [...]

Better Understanding Financial Planning Clients

Contact: Tony Owings, Certified Financial Planner, A.R. Owings Financial Strategies, an independent firm that works mostly on a fee-on-assets-under-management and offers securities through [...]

Better Understanding Yourself And Your Clients Regarding Money

Contact: Alan Frank is a financial educator and planner, serving as Financial Services Lead Instructor at Bow Valley College in Calgary, Canada Situation: Teaching college students who are [...]

A Life Planning Approach to Financial Planning

Contact: Steven Shagrin, CFP, has a law degree and started his career in finance as a tax accountant before spending twenty years as vice president for investments with Smith-Barney and Pain [...]