How to Navigate Difficult Client Conversations

Join a panel of female thought leaders in the financial services industry, moderated by Hilary Fiorella, Executive Director of the American College Center for Women in Financial Services, for a guided case study discussion surrounding behavioral finance, financial psychology, and financial therapy, along with how all of them combined can maximize your clients’ experience—even through difficult conversations.

Special guests include Chia-Li Chien, PhD, CFP®, PMP®, CPBC, Julie Fortin, CFP®, FBS®, CeFT®, and Meghaan Lurtz, PhD, FBS™, AFC!