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Hearing the Signal through the Noise: Forecasting the Needs of Our Clients
Course Information
Content Level: Foundational to Intermediate
NAPFA Subject Area: J-Communications
Course Description
Why empathy? Why not sympathy? This session will take an in-depth look at how financial service providers can remain steadfast on the signal(s) necessary to forecast and address their clients' needs: emotionally and behaviorally. By the end of this session, financial planning practitioners will understand the influence of empathy on intuition and, thusly, one's ability to forecast the needs of their clients.
Learning Objectives
  1. Understand how to differentiate between empathy and sympathy.
  2. Discover how to apply an empathetic lens towards your clients
  3. Learn how to recognize the noise and disconfirm your own biases.
Speaker
Michael G. Thomas Jr., Ph.D  
Michael G. Thomas Jr., Ph.D., is an Accredited Financial Counselor (AFC®) and a lecturer at the University of Georgia. His research focuses on financial empathy, data visualization's effects on financial behavior and the connection between brain function and money. Dr. Thomas's philosophy on how to effectively interact with money can be summed up in his Ted Talk: Financial Empathy: Understanding the Story Beneath the Numbers.
Summary
Availability: On-Demand
Expires on Dec 31, 2022
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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