The Power in Discovering a Client's Money Story
Date: Wednesday, February 7, 2024
Time: 1:30pm - 5:00pm
Location: Synergy - Hamilton West
Speaker: Jay Cherney, Ph.D.
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We are excited to co-host with the Association of Fundraising Professionals PA Eastern Chapter and welcome Dr. Jay Cherney, Ph.D. to present on "The Power of Discovering for Client's Money Story" on Wednesday, February 7th 2024.
Dr. Cherney is a Family Wealth Psychologist and owner of Wealth 360. He typically works with smaller financial advisory firms to help develop and deploy a more intimate form of wealth management, grounded in psychological knowledge and real-world experience. The result is a powerful new strategy for attracting prospects, increasing satisfaction and retention among existing clients.
Through the presentation, we will learn how the process of understanding a client's money story forms powerful, personal connections. The key is to understand the emotions that actually drive clients’ decisions. A short cut to this pivotal information is their “money story”.
A money story is a road map of beliefs, fears and life dreams. Discovering a person’s unique money story allows you to steer around resistance and irrational choices and toward what the client truly wants and needs. When someone opens up to reveal the pivotal life experiences that formed their money story, a lasting bond develops.
The event will be held at Synergy - Hamilton West located at 6081 Hamilton Blvd Suite 200, Allentown, PA 18106
Two continuing education credits have been approved for CLE, CFP, Pennsylvania Insurance, CPA, CTFA, and PACE.
1:30 - 2:00 PM Registration
2:00-4:15 PM Program w/ Break
4:15 -5:00 PM Social Reception
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THANK YOU TO OUR GOLD EVENT SPONSOR
