Becoming the Financial Therapist

This presentation discussed the link between sales and psychotherapy, emphasizing the concept of locus of control. The presenter explained that locus of control refers to whether individuals perceive control internally or externally, which impacts decision-making and relationship dynamics. The presenter highlighted the importance of understanding clients' control levels to build trust and long-term relationships. The presenter shared practical strategies for engaging clients with different control orientations, stressing the need for tailored approaches and effective communication. The presenter also underscored the significance of asking the right questions to gauge clients' decision-making styles and preferences.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 5m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Becoming the Financial Therapist
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Glenn French

Glenn French is the President and CEO of the Canadian Initiative, based in Toronto, Canada. Within the mental health field, Mr. French has held many senior administrative and clinical positions within both the private and public sectors. Many of Canada’s leading organizations interested in the safety and wellbeing of their employees have retained him. Established in 1998, the Canadian Initiative is a consultancy that studies trends in workplace conduct within Canada. In addition, they research and catalogue the practices, which organizations and unions are employing to reduce the risk of workplace conflict. The Canadian Initiative is committed to the sharing of this information with others who are interested in arriving at a better understanding of violence and harassment from a Canadian perspective and what we can do to prevent them. In addition, the Canadian Initiative works with employers to set policies and procedures, conduct organizational risk assessments, as well as, provide a wide range of educational programs for both employees and management. In addition, we conduct workplace investigations.