Soft Skills for Financial Professionals

Financial professionals really know their stuff. What makes a financial professional better? Being able to improve your soft skills is a game changer. In this session we will engage the audience and discuss many of the soft skills that make a good professional - great. Communication skills and body language are not the only soft skill out there. Lets talk through: Teamwork, Problem-solving, Time management, Decision-making, Emotional intelligence, Stress management of the professional, Adaptability, Conflict management, Leadership, Creativity, Resourcefulness, Openness to critique and more. Great reminders for those who already implement some of these great soft skills in the work they do.

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Life, Love, and Money: Changing the Story of Women and Money

Statistics around women and money are stark. We need to expand the way we talk with women about money and to expand the way we talk about financial life planning for women. Join us for a solution oriented discussion of financial life planning challenges for women, particularly those we face a we transition from our 40s, to our 50s, and into retirement. Practical solutions require collaborative, divergent thinking, or thinking like a real financial planner. Participants will leave the session with an understanding of the challenges and tools to help clients design solutions that work for their lives.

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The Survivor Benefit Plan: What You Need To Know To Help Your Clients Decide

Opting in or out of the military's Survivor Benefit Plan is the biggest financial decision most retiree families will make in their lifetimes. They'll need two things to make the best choice for their unique situation. First, they need an accurate understanding of the program. Then, they’ll need a framework for evaluating their needs. Your goal is to have the right information and help your clients apply that information logically. You can dispel myths and misconceptions, identify needs, and share the pros and cons of other estate planning tools. You can also encourage a timeline that gives your clients the necessary space to explore all their options. In this interactive session, we’ll explore the nuances of the SBP and help you develop the language to encourage productive evaluation of its place in within a larger financial plan. We’ll also share strategies that help your clients feel confident in whatever they decide.

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