We are pleased to announce that two applicants were selected to receive Ken Gillespie Legacy Fund Scholarships for 2017: Christine Haviaris, CPA, CFP® and Phillip Watson, CFP®.
In his long career at Stanford University, Albert Bandura, world renowned psychologist, has made tremendous contributions to our understanding of human behavior and motivation. One of his main areas of focus has been the concept of self-efficacy, a person’s belief in his/her ability to succeed in specific endeavors.
The strongest foundation for the financial plans you create will always be your clients’ heightened awareness of the nature, influence, and importance of their values. Therefore, in your discovery and data gathering activities, it is essential that you engage your clients in a process of thoughtful reflection to help them identify and clarify what is truly most important to them as individuals.