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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:

  • Why generational attitudes and beliefs affect clients’ financial decisions
  • How a money story impacts the way clients save, spend, and invest 
  • How clients can change their money story to make better financial decisions



Featured Speaker:

Kathleen Burns Kingsbury

Founder of KBK Wealth Connection

Hosted By:

John Diehl

Sr. Vice President, Strategic Markets
Hartford Funds

Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

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