Predictably Irrational Book Study Hosted by Andi Wrenn Join us for a six (6) week opportunity to apply what we learn in reading this book and applying it to working with clients in personal finance. Helping clients with everyday financial decisions, savings on autopilot, planning for purchases and investment decisions. The book and research by Dan Ariely, Predictably Irrational explains […]

Building Trust and Safety: 5 Essential Elements for Financial Advisors Trust and safety are essential elements for any successful relationship. The Advisor-Client one is no different. Research shows that trust is an essential part of the success of the advisor-client relationship. This webinar seeks to educate the advisor on the essential communication elements required for building safety and trust with […]