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Topic
FPA Connect: Navigating the Human Element: Integrating Soft Skills through Financial Counseling
Date & Time

Selected Sessions:

Apr 17, 2025 12:00 PM

Description
The psychology of financial planning challenges advisors to consider the planner-client relationship. By leveraging financial counseling’s softer skills, advisors can empower clients to stand on a firmer financial foundation with long-term stability. By focusing on those human elements, advisors can use a personalized and supportive approach to incorporate the counseling side of financial planning into their practice and firms