Helping Clients Overcome Financial Self-Sabotage

Helping Clients Overcome Financial Self-Sabotage

Most approaches to budgeting leave people feeling frustrated and deprived which is understandable since they rely on philosophies that run counter to the psychology of human motivation. Not surprisingly, fewer than 30% of households keep a regular budget, and millions are sabotaging their long-term goals as a result. This presentation introduces a new way to create a spending plan grounded in motivational psychology. Advisors will learn how to use Maslow’s Hierarchy of Needs to help clients create spending plans where their numbers and their lifestyles work in harmony, not in contrast. The result is a life they love within the constraints of the resources they have.

$49 per class or $149 annually. AFCPE members receive a 25% off discount