People love money, and all the things it can do for them and their loved ones. Money is sexy, liberating, and fun. However, the financial services industry has disconnected people from their money. They’ve done the impossible and made it boring, opaque and difficult to understand. If we better understand the psychology of money, we can better help our clients.

Presentation  (33 mins)  |  Slides

CE/CPD earned can be used to help meet the CE/CPD requireme...