Hearing the Signal through the Noise: Forecasting the Needs of Our Clients - NAPFA and CFP Credit

J-Communications

Michael Thomas

Published: 10/15/2021

Recorded at the NAPFA Fall 2021 National Conference.

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:

• Understand how to differentiate between empathy and sympathy.
• Discover how to apply an empathetic lens towards your clients
• Learn how to recognize the noise and disconfirm your own biases.

Speaker Bio:

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.

1 NAPFA CE in J – Communications will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.