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Beyond the Plan
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FBO Service
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The Podcast
The Blog
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Contact Me
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FBO Service
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Training Registration Communication & Strategies for Change
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Communication & Strategies for Change

$150.00

This Live Virtual course focuses on understanding the psychology behind building rapport with clients, foundational communication skills, the stages of change, and theories and questions for evoking/guiding clients to make financial changes.

This course has been approved by the CFP Board ® for 3.5 hours of continuing education.

Dates:
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Register now

This Live Virtual course focuses on understanding the psychology behind building rapport with clients, foundational communication skills, the stages of change, and theories and questions for evoking/guiding clients to make financial changes.

This course has been approved by the CFP Board ® for 3.5 hours of continuing education.

This Live Virtual course focuses on understanding the psychology behind building rapport with clients, foundational communication skills, the stages of change, and theories and questions for evoking/guiding clients to make financial changes.

This course has been approved by the CFP Board ® for 3.5 hours of continuing education.

At Beyond the Plan® you can partner with a specialist to:

  • Incorporate Financial Psychology into your practice

  • Differentiate your firm with a unique client experience

  • Strengthen client relationships to drive long-term growth

Subscribe to Beyond the Plan® for more financial psychology insights

We respect your privacy.

Thank you!

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