Deanna is an Associate Professor of Personal Financial Planning and Director of a CFP Board-Registered Program at the University of Missouri. At this year’s MQ Retreat, she will share her presentation, “Financial Planning Conversations in Challenging and Changing Times.”
Helping clients navigate change is an important objective of financial planning. But what if change has a profound effect on the profession itself? The recent Covid crisis and growing demand for cultural competence calls for review of evidence-based best practices in light of these challenges. Specifically, in what ways and to what extent do client financial anxiety, virtual meeting navigation, and cultural awareness shape financial planning conversations and development of client trust and commitment?
Reserve your spot now at our Early Bird Rate for our MQ Retreat in Portland, OR on October 25-27!!