Innovations in Practice:

J (1)
J (1)
9:45 AM - 10:35 AM
Financial planners understand that individuals’ financial beliefs, thoughts, and behaviors are integral the success of their overall financial plan. This session provides financial professionals with an introduction to theoretical-based, therapeutic techniques to enhance the planner-client working alliance and to making relationship and mental health wellbeing referrals when needed.

Register for this Conference

Get ready for one of the largest networking events of the year