11/13/2018 2:00:00 PM MT
Behavioral finance is an important aspect that’s sometimes overlooked in the client-planner relationship. There are specific client preferences that generally apply to different demographic groups (gender, age, wealth, etc.), and while these preferences can make it easier to start client conversations, what happens when your clients don’t fit neatly into one group or another? This webinar identifies ways to help you tailor client conversations through a knowledge of client demographics, as well as deal with the complexity of advising individuals and couples whose preferences may differ.
Time: November 13, 2018, 2:00 p.m. MT
Cindy Shnaider, MSF, is an associate professor at the College for Financial Planning. After earning her master’s degree from the College, Cindy began developing and teaching finance and financial planning courses in the College’s graduate degree program, and has continued to do so for over six years. Some of those courses include advanced corporate finance, behavioral finance, and portfolio management. For undergraduates, Cindy has developed and teaches a sports finance course at Columbia College.You can contact Cindy at firstname.lastname@example.org