Motivational Interviewing Bootcamp: MI for Financial Professionals is a comprehensive course designed to equip financial professionals with the skills and techniques of Motivational Interviewing (MI), an evidence-based communication method that helps clients find the motivation to make positive decisions and achieve their objectives. MI is particularly valuable for understanding client motivation, addressing ambivalence, and supporting clients in making informed decisions. […]

Life planning and cash flow management are services that provide immeasurable value to financial planning clients. By integrating these two processes, research shows that you will be more effective in engaging your clients and empowering them to affect positive change in their lives. Help your clients to focus on what is truly most important to them, and provide tools that […]