The Art of Relationship Building in Financial Planning: Essential Tools and Techniques for Long-Lasting Connections
This upcoming seminar that is rooted in research presents attendees with discussion and practice on how to practically implement the tools needed to build trust with clients. Discussion will focus on how to recognize financial anxiety and stress factors affecting the relationship of the financial planner and client and how to navigate their needs while overcoming these challenges.
This seminar is led by Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, assistant professor of personal financial planning at K-State.
Wednesday, June 21 at 8:30am to 10:30am