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9 Proven Techniques to Help Clients Change

While financial advisors are taught how to analyze client situations and craft recommendations, there is remarkably little guidance in what to do when clients don’t actually follow those recommendations. Because in the end, helping clients actually change their behavior can be difficult, and the best way to push them forward – without offending them in the process – is not always clear. Join Dr. Brad Klontz, Psy.D, CFP, to learn about the forces of resistance and ambivalence to change and how to help clients move forward.

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About the Speaker

Dr. Brad Klontz
Psy.D., CFP
Your Mental Wealth Advisors

Dr. Klontz is both a financial planner and a financial psychologist. He is an Associate Professor of Practice in Financial Psychology and Behavioral Finance at Creighton University’s Heider College of Business. He is a Fellow of the American Psychological Association and a former President of the Hawaii Psychological Association. Dr. Klontz co-founded the Financial Psychology Institute™ in response to his interest in financial psychology. He provides training for financial and mental health professionals and has partnered with organizations including Capital One, JP Morgan Chase, and H&R Block in efforts to help raise public awareness around issues related to financial health and financial psychology.