Am I a Planner or a Therapist?: Understanding Behavior to Improve Implementation

In this session, Dr Shay will facilitate a discussion around common challenges financial planners face with clients failing to adhere to financial plans. She will provide common behavioral, emotional, and relational reasons clients fail to adhere to financial plans as context for these challenges, and share tips for planners to address these common challenges in their relationships with clients.

Learning Objectives:

• Identify common reasons clients fail to adhere to financial plans.
• Analyze how past experiences, client emotions, and core beliefs implement financial behaviors.
• Implement client-focused questions and activities to bridge the execution gap.