The AFCPE Blog is designed to provide new and insightful personal finance information for financial professionals – information that can be shared with both clients and consumers and provides new insights into education and practice.
Interview with Lucia Reed, AFC®, AFCPE® Member, 2018 AFCPE Award Winner
Many financial coaches and advisors report difficulty in working to improve their clients’ consumption patterns for the purpose of increasing their savings rates. One helpful approach in this endeavor is to provide concrete evidence of the future value that a client will receive by improving his or her consumption habits today. Compound growth may be a powerful force, but it can be very difficult for individuals to visualize when it really matters.
Interview with Nothing Funny About Money Podcast Host, Matt Goren, AFCPE® Member
"During my three days at the conference, I not only learned information and techniques that will make an impact with my clients, I made friends. I am so grateful to be a part of the AFCPE community, which is made up of some of the most compassionate and motivated people I have ever met, and to FIRNA Foundation for supporting me down this path that gives me purpose, employability, and allows me to be of service to my community."
Incorporating empirically-based curriculum and programming is simply best-practice. It’s not time or cost effective to do something simply because we think it works. Offer programming that you have evidence will produce positive results for your clients. This will ultimately attract new clients and retain existing clients.