The Role Of Psychology, According To Organizations Certifying Financial Advisor Professionals

not my cup of tea

Good brush up on the process and good insights in the examples on why to ask questions in a certain way.

Good topics. Frank was a little fast, but there was a lot to cover. Might be better as a 90 minute or longer webinar? I hope there's CE for this for CFP because I deal with this DAILY in the RIA space. Not these exact encounters, but the psychology and dealing with behaviors of the client is the hardest part of my job. Especially when everyone wants to run for the hills (March 2020) and it ends up being the best buying time in the last decade... so then they want to get back in... at the absolute top.