Influencing Change and Secrets to Habit
Influencing Change-How Habits Affect Financial Wellbeing
Habits are hard to form or to change. Clients often rely on habits with their financial decision making versus exploring if their habits are helpful or getting in the way. There's no one EXACT way to change a person's habits as it is very personalized. Explore new research on habits, how they are formed in a person's brain, scientific explanations on why habits exist, methods to create new or change old habits and fostering better financial decisions.
Money can be a major stressor for the clients we serve. Learn how money can impact relationships and how to help your clients speak with the people in their lives about their money.
Every year the tax code has updates and changes made to it. With tax time right around the corner, learn how changes may affect your clients and what they can do to prepare for them.