Many advisors have heard of behavioral finance, but don’t know how to apply these concepts to your business? How can it help your bottom line? Dr. Carlson will teach behavioral finance in a way that can be applied to any practice, large or small. You will learn how small changes can lead to positive effects with your clients. From this course, you will be able to implement behavioral finance applications directly into your current business practices.

According to McKinsey & Co., a wealth transfer from men to women will occur over the next decade. This transfer of wealth is a shift of 30 trillion dollars, and most women (70%) will fire their financial advisors when their spouse dies. So what does all of this mean for financial advisors? This presentation will teach advisors how to gain and retain female clients using proven communication and psychological strategies.

Did you know that the number one predictor of divorce is money fights? An American Psychological Association survey™ shows that over 70 percent of adults reported feeling stressed about money and over 20 percent experienced extreme financial stress. This class is focused on the psychology of money. It’s more than just telling a client what they should do with their money and instead focuses on the communication and relationships of both the clients and the advisor. This class will give you insight into a familiar topic in a whole new light. 

Regarding cash flow, most technology focuses on the end-user and omits the financial coach or counselor. This leaves financial professionals creating their own solutions to navigate cash flow conversations. In this presentation, I’ll review the top technology solutions for financial professionals that focus on cash flow. I’ll showcase the top technology tools that can create value-add conversations with clients, enhance client relationships, and ultimately empower families and individuals to make the best spending decisions for their situation.