The Psychology of Fulfillment: How Values Conversations Reveal Opportunity
Advisers know the value of goals but may be missing valuable information that lies just beneath those goals: clients' values. In this webinar, Dr Danielle Labotka, Behavioural Scientist explores how by advisers incorporating client values into financial planning can differentiate their service and leave clients feeling more fulfilled. Advisers will walk away with a framework for helping clients articulate their values and a clear understanding of how to use it in their practice to improve client outcomes.
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