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 Initiatives Director at United Way of Henry County and Martinsville. What: The United Way of Henry County and Martinsville is part of the HOPE (Helping Others Progress […]

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 Cain is an investment advisor in Scottsdale, AZ with Arque Capital Ltd. What: Cain has used Money Habitudes cards in […]

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 Raymond James Financial Services Situation: It’s important for financial planners to understand their clients, including how they see and use money and what is happening in their lives.  Owings uses the Money […]

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 studying to become financial planners and clients who attend the classes and workshops he offers. Who: College students, adults attending financial education or planning classes and private […]

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 Webber.  As one of the pioneers of the life planning approach to financial planning, he started his own company, Planning for Life,  to reflect […]