The Foundation for Financial Planning and the Financial Behavior Keynote Group have partnered together to present a series of webinar talks delving into the topic of financial behavior and wellbeing, and how advisors can use the field’s learnings during pro bono engagements to better connect with and impact their clients.
We hope that both financial advisors and nonprofit leaders can join us for this 60-minute webinar talk, “Helping Clients Overcome Money Anxiety” presented by Ryan Law, CFP®, AFC®, Director of the Utah Valley University (UVU) Money Success Center.
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.