"From Personality to Saving Behavior: Bridging the Saving Gap" Webinar
Guest Speaker: Sarah Asebedo, Ph.D, CFP®
Date: Monday, June 26, 2017
Time: 12:30PM-1:30PM PDT / 3:30PM-4:30PM EDT
ABOUT THE WEBINAR
Are you more open, conscientious, extroverted, agreeable, or neurotic? Sarah will provide an overview of these “Big Five” personality traits and what they mean for saving success. This presentation will also introduce a psychological framework that you can incorporate into practice to better understand your clients’ psychological makeup and tendencies for behavior. Positive psychological tools and resources will be discussed.
1. Define the major personality types.
2. Identify which personality types undermine saving behavior.
3. Communicate to clients how different personality types are related to saving behavior.
4. Identify appropriate communication strategies based on client personality type that promotes successful saving behavior
FREE to MQ Licensees: REGISTER HERE!
$50 Fee for Non Licensees: REGISTER HERE!Back to calendar