Financial Empathy and Inclusive Financial Wellbeing and Empowerment: Powerful Tools for Meaningful Client Relationships
An MQU Webinar
While the basic principles of financial planning are a great place to start with clients, we know that race, ethnicity, and gender play a significant role in how consumers interact with their own finances as well as the financial services industry. This webinar will explore the universal and divergent areas of financial wellbeing for eight unique identity groups.
This new research will examine financial wellbeing across the dimensions of access to financial services, financial actions, and affect or attitudes about one’s financial situation. Additionally, we will explore the role of the planner in empowering individuals to improve their financial well-being through financial empathy, and the surprising ways financial empathy can foster or derail trust in the planner/client relationship.
- Identify divergent and universal trends in financial wellbeing predictors by identity group.
- Explore the dimensions of financial wellbeing, including what these dimensions tell us about behavior and change management with clients.
- Determine how financial empathy can expand client/planner trust.
About our Guest Presenters
Timi Joy Jorgensen, Ph.D.
Micheal G. Thomas, Jr., Ph.D., AFC®
1.0 CFP CE pending acceptance of CFP Board.
- $35.00 for MQ Partners
- $50.00 for Others