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Helping Clients Overcome Money Anxiety

Helping Clients Overcome Money Anxiety

1024 964 FFP

Helping Clients Overcome Money Anxiety

March 15, 2023 at 1:00 PM EST
This webinar is free and offers 1 CE Credit for CFP and AFCPE Professionals (applied for).

Presenter

Ryan Law, CFP® and AFC®, is the Director of the Utah Valley University (UVU) Money Success Center. An award-winning educator, teaching the financial counseling courses as part of the Personal Financial Planning Program at UVU, Ryan is also the author of the book “Student Loan Planning” and co-editor of the book “Financial Counseling.”

Overview

Money consistently tops the list of sources of stress for Americans Money is also the leading cause of stress in relationships. In this presentation, Ryan will discuss money anxiety and methods financial advisors can utilize to help their clients overcome money anxiety through education, the physical office environment, money mindfulness, and communication skills.

The Foundation for Financial Planning and the Financial Behavior Keynote Group have partnered together to present a series of webinar talks delving into the topic of financial behavior and wellbeing, and how advisors can use the field’s learnings to better connect with and impact financially vulnerable clients.