Representation | On-Demand Webcasts
Creating Better Behavioral Finance Decisions for Clients Through Money Coaching
In this webcast, Hilary Fiorella, Executive Director of the American College Center for Women in Financial Services, and Dr. Timi Joy Jorgensen, Assistant Professor and Director of Financial Education and Well-Being at The College, host a discussion with three professional money coaches on how to use the principles of psychology and behavioral finance to keep clients on the right track and build trust in you as an advisor.SPECIAL GUESTS:Leah Davis, Wealth and Wellness Coach for Women of Color & Leah Davis CoachingJennifer Jost, CDFA®, CMC®, Speaker, Money Coach, and Wealth Advisor for Diamond Life PlanningTammy Lally, CMC®, LUTCF®, Speaker, Money Coach, and Author at Tammy Lally The Money Coach
August 18, 2021
August 18, 2021
Representation | On-Demand Webcasts
CAAFP Breakout Session #3: “Moving Forward Together to Close the Wealth Gap”
April 30, 2021
Representation | On-Demand Webcasts
Understanding Financial Planning Challenges Facing Modern Women
April 28, 2021
Representation | Insights
Small Business Advisory Services in Diverse, Underserved Communities
April 07, 2021
Representation | Insights
COVID Exacerbates Financial Planning Issues in Underserved Communities
March 24, 2021
Representation | Research
How Can Financial Advisory Firms Prepare for A More Diverse Future?
December 01, 2020
