Financial Coaching: Motivating Our Clients to Take Action & Follow-Up

Location: Elm
Date: Wed, May 25
Time: 9:10 AM - 10:45 AM

Dealing with financial issues and barriers can be overwhelming. A financial coach helps encourage clients to keep reaching for their goals and monitor progress. This interactive session will offer financial coaching techniques to assist you in helping clients set goals, feel in-charge of their progress, and create an action oriented plan. Participants will also learn how to integrate "nudges" and other behavioral economics learnings into your practice.

Financial Capability