Description
Attitudes are consistent evaluations of specific areas, such as budgeting, investing, and retirement planning. Client attitudes form over time and affect a client's behaviors and participation in the financial planning process. In this session, you'll learn how attitudes form and how they can impact behaviors. You'll learn how to measure attitudes and engage clients in exploring their unique perspectives.
Learning Objectives
1. Understand how attitudes form; 2. Measure client attitudes with a scientifically-sound, psychometric assessment; 3. Interpret assessment results and prepare for client conversations