Financial Well-Being and Your Clients 2023 | American Bankers Association (ABA) | 13 July 2023 | Webinar
Venue
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| Event Date | Thu Jul 13 EDT (over 1 year ago) |
| Location | Webinar |
| Region | Americas |
Details
Six in 10 people say the pandemic has challenged them to reconsider their goals and priorities, with the focus more on quality of life and overall well-being than ever before. In this webinar, you will learn the definition of financial well-being, its impact on the modern client’s decision-making process and how you can address this in your role as a wealth manager or advisor.
Discussion Highlights
• The key influences that contribute to a healthy sense of financial well-being
• Why advisors should be talking to clients about the health-wealth connection
• A tool for assessing financial well-being that is quick and easy to administer
• Strategies for discussing well-being with individuals, couples and families
• How addressing the human side of finance is a key differentiator
Speakers
2023 Speaker
Kathleen Burns Kingsbury
Wealth Psychology Expert, Author & Coach, KBK Wealth Connection