This topic is best as a follow-up to “Seek First to Understand.” It is critical for financial professionals to be able to express their thoughts and opinions clearly and in a way that will inspire their clients to follow through. In this presentation, Ryan will share the latest research about how to best communicate your ideas with clients and share actionable steps for putting the principles into practice.

The most fundamental thing we do as financial advisors is to inspire our clients to make positive changes in their lives. However, we know from research (and personal experience) that change is hard! Ryan has spent years studying change, habits, success, neuroscience, mindset, and more. Through that research, he has created a model of human behavior that explains why we do the things we do and what we can do to be successful in making changes. In this interactive presentation, Ryan will bring all of this research and practice together and present his model of human behavior along with a simple 5-step plan that you can use immediately to start making positive changes in your own life and with your clients.

Money consistently tops the list of sources of stress for Americans Money is also the leading cause of stress in relationships. In this presentation, Ryan will discuss money anxiety and methods financial advisors can utilize to help their clients overcome money anxiety through education, the physical office environment, money mindfulness, and communication skills.

Helping clients make smart, responsible, values-based decisions with and about money is one of a financial advisor’s most important jobs, but clients are dealing with emotions around money that make those decisions challenging. Bad choices and behavior cause clients to lose out on investment returns and ignore sound financial counseling advice. In this session, attendees will examine the connections between habits, neuroscience, psychology, and financial counseling, and how financial counselors can use the latest research in these areas to help clients make better decisions.

“Selecting the right student loan repayment plan will have a greater impact on many of your clients than selecting the right strategies for Social Security.” – XYPN co-founder Alan Moore. Almost 45 million people in America have outstanding student loan debt, and borrowers owe an average of more than $32,000. Next to a mortgage, student loans are likely to be a client’s largest liability. In this presentation, financial advisors will learn about the types of loans and repayment plans and how to advise their clients who have student loans.