CPD Adviser Webinar:
Financial Psychology and the Money Mindset

About the Webinar

As the advice landscape continues to evolve, and markets remain uncertain, advisers must incessantly adapt, while continuously demonstrating their value proposition to clients – of which behavioural coaching has become a central tenet. 

Sarah’s original research offers practical solutions to prepare you for the aspects of advice that happen alongside the numbers: anxiety, family dynamics, and problematic financial behaviours.

This webinar will provide an overview of current findings and discuss how advisers can incorporate critical elements of financial psychology tactics into their day-to-day practice. In doing so, you can strengthen your clients' financial success by empowering their decision-making environment in line with quality financial strategies you've designed and implemented alongside them.

This session will be moderated by Morningstar Australia's Head of Business Development and Strategy, Peter Bryant.

Duration: 1 hour