Change is constant, yet navigating through it is often a challenge for individuals, especially during pivotal financial moments. In this webinar, Meghaan Lurtz, Ph.D., FBS™ equips advisors with the tools and frameworks to become effective agents of change leveraging the Transtheoretical Model (TTM) to guide clients through the complexities of financial decision-making. She explores real-world case studies, uncovers techniques to manage client ambivalence, and develops strategies to foster client confidence and self-efficacy.
During this webinar, advisors will learn how to:
- Analyze client behaviors and decision-making processes using the Transtheoretical Model of Change.
- Evaluate the role of ambivalence in financial planning and its impact on client outcomes.
- Design personalized strategies that increase client self-efficacy and decision confidence.
- Apply techniques from modern coaching and behavioral science to support clients in overcoming financial inertia.
- Create structured financial planning sessions that incorporate reflective questioning and scenario analysis.
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.
Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.
For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.
For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.
All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.
Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible.
Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.
