A Practical Approach to Access Client Goals and Money Messages

9:30 AM - 10:30 AM

We all have money messages and stories that develop in our early years, often before we have language to describe our experiences. These stories are emotionally charged and explain a lot about money behavior.

This session will offer a goal setting process to determine a couple's goals and money messages. Attendees will discuss how to use these stories to help partner with clients to make wise financial decisions.

Learning Objectives:

  • Review a practical example of one firm's goal setting process
  • Understand how to use money stories to create better relationships with clients
  • Learn how to help clients effectively reach their goals