Two big questions advisors must ask now are how has their business changed due to the pandemic, and how are they evolving to be sustainable going forward?
In these times, advice becomes more relevant and more important, and more personal. For many, the COVID-19 pandemic is a life event with far-reaching implications for their finances, relationships, and overall well-being.
To make it even more interesting, is the fact that we have our own major life transitions to deal with at the same time that we are attempting to help clients with theirs!
Join us on November 5th for a special workshop with Dr. Moira Somers, a clinical neuropsychologist, professor and financial recovery expert. In this workshop, we will learn:
- Why some clients struggle more than others
- The most common indicators of mental depletion
- Specific strategies for preventing regret and restoring capacity
Applicaiton for continuing education being filed with CFP Board.