Using the Progress Principle to Better Serve Your Clients
This webinar is an MQ Research & Education sponsored event.
1.0 CFP CE accepted by the CFP Board.
About the Webinar:
Researchers Teresa Amabile and Steven Kramer collaborated on an examination of what sets the best managers above the rest. They documented their findings in their book The Progress Principle: Using Small Wins to Ignite Joy, Engagement, and Creativity at Work. Even though written in the context of the work environment, Amabile and Kramer’s concepts about making progress, providing catalysts for progress, and nourishing progress also apply to helping clients make improvements in their financial lives.
In addition to summarizing each of the Progress Principle concepts, presenter Thom Allison, CFP® will dive into the emotions involved and will demonstrate how to keep clients positively motivated. Thom will also provide tools and exercises that planners can immediately put to use in their work with clients.
- Identify key elements of the Progress Principle
- Gain an understanding of the Progress Principle and how it applies to developing effective relationships with financial planning clients
- Become acquainted with tools and strategies that employ the Progress Principle
in a planner’s work with clients.
CFP Principal Knowledge Topic:
H. Psychology of Financial Planning
About Thom Allison, CFP®
This webinar is open to EVERYONE!
- $35 – MQ Partners
- $50 – Others