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FPA Of Southwestern Ohio Behavioral Finance Mini-Symposium

May 16 |

West Chester, OH |

http://events.r20.constantcontact.com/register/event?oeidk=a07ejqr7orw3b232cad&llr=5r7gw7cab

This mini-symposium will be a deep dive into behavioral finance, including topics such as how to use questions to better engage financial planning clients and examining the fix, fine, flourish cycle to client-advisor relationships.

Price: $35-$50

Type: In Person

Content Focus: Behavioral Finance

Channel: CFPs, Independent BD, RIA

Organizer: Association

Speaker:

Meghaan Lurtz

Topic:

*Fine to Flourish – Making Review Meetings Fun Again

*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement

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