FPA Connect: Navigating the Human Element: Integrating Soft Skills through Financial

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.

Free for FPA/AFCPE members

Presenter: Sasha Grabenstetter, AFC®️, BFA™️Senior Financial Planning Education Consultant