24Sep
2026
2026
Workshop: Why Clients Don’t Do What You Tell Them (and What to Do About It)
7.0 CFP CE per the CFP Board
6 IAR Products and Practice Credits Approved
Even the most well-crafted financial plan won’t go far if your client isn’t motivated to act on it. So what’s really going on when clients seem stuck, avoid decisions, or say yes — but don’t follow through. In this hands-on workshop, Amy N. Mullen, CFP® will dig into the psychology of decision-making and motivation, showing you how to better understand and work with the human side of financial planning.