Skip to main content

Early registration ends July 25! Save $200 on CFP Board Connections Conference, Oct. 5–7 in Las Vegas. Register Now

In the News

To Give in to the Client — or Not

By Megan McCoy & Meghaan Lurtz January 10, 2023 Rethinking65

As a CFP® professional, what can you do if you and your client have different perspectives on goals? Try a technique called “nonviolent communication” to find alignment, as featured in this excerpt from “The Psychology of Financial Planning.”

Read more at Rethinking65

Rethinking65
Megan McCoy & Meghaan Lurtz
January 10, 2023