2017 FPA Retreat

This session will look at the financial planning interactions between planners and clients of different generations. The focus will be on recognizing and applying how the planners way-of-being and level of spiritual intelligence (SQ) can be used within a financial planning engagement to bridge generational differences in order to develop a financial planning engagement steeped in trust and a deeper more affecting client relationship.

 

Level of Complexity: Intermediate

Course Information
Course Date:
April 25, 2017
Course Objectives
  • Recognize the skills and actions needed to bridge generational differences and develop a financial planning engagement steeped in honesty and trust.
  • Demonstrate a sampling of way-of-being and spiritual intelligence skills.
  • Explain how the skills and actions attribute to a planner's way-of-being, and how their level of spiritual intelligence can be applied within a financial planning engagement.
Utilizing Planner Way-of-Being and Spiritual Intelligence (SQ) to Bridge Planners and Clients of Different Generations
Speaker Information
Stephan Brody  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
Products
Streaming
FPA Member Price:$19.00
Non-Member Price:$19.00