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Your Money Story: How the past can influence our financial decision-making
Your clients are constantly making financial decisions in their daily lives, but few stop to think about why they make those decisions. As a result, decisions that seemed rational at the time may be regrettable later, leaving a client wondering, “Why did I do that?”
Wealth psychology expert Kathleen Burns Kingsbury will explain how to help your clients understand the forces behind their decision-making. Clients will see you as a financial professional who can assist them with more than just the technical side of finance.
Join us to learn:
Kathleen Burns Kingsbury
Founder of KBK Wealth Connection
Sr. Vice President, Strategic Markets