NexGen July 2018 Meeting

July 12, 2018
8:00 AM MDT - 9:30 AM MDT
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Sharkey, Howes & Javer
Galleria Office Towers, 720 S Colorado Blvd, Suite 600 South Tower
Denver, CO 80246

Planners who work with clients know money is an emotional topic. As opposed to being 100% rational, as most economic and portfolio theories assume, people use emotions to help guide their decisions. Emotional influences can improve or hinder long-term success. Come join fellow financial planners to discuss your experiences with clients, their emotions, and how they affect the way you practice.

  • Gain insights for handling emotional clients in your practice
  • Learn techniques for spotting biases and helping clients to overcome them
  • Discuss approaches for “baking in” the likelihood of biases or other emotionally based tendencies to interfere with goals or financial plans during the plan design process


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$0.00 Partner/Sponsor