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1.0 CFP CE accepted by the CFP Board.
Financial planning isn't just about numbers; it's about helping clients create lives filled with purpose, significance, and fulfillment. But what does it truly mean to live a meaningful life? And how can you guide clients toward deeper satisfaction? Join Derek Hagen as we explore the science of meaning in life, drawing from the work of researcher Michael Steger, Ph.D.">
Beyond the Numbers: Helping Clients Build Meaningful Lives
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1.0 CFP CE accepted by the CFP Board.
Understanding your clients’ core values is critical to building strong, lasting relationships and providing advice that truly resonates with their goals. However, the process of uncovering and clarifying these values can be trickier than it seems. Join us as we explore the nuances of values clarification and how to effectively facilitate this essential process with your clients.">
Values Clarification: Uncovering What Truly Matters to Your Clients
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