Keith and Beth 1

Join us as you sit in on a real client meeting with commentary from the financial planner – Hannah Moore, CFP®️.

In this session, financial planner Hannah Moore, CFP, engages in the first meeting with new clients, Keith and Beth. The meeting primarily focuses on understanding the clients’ backgrounds, values, and financial goals, emphasizing a client-centered approach to financial planning. Through open discussions, Hannah uncovers the clients’ experiences with money, their goals, and concerns regarding financial transitions. Emphasizing the significance of dynamic financial planning, Hannah navigates the complexities of aligning clients’ financial strategies with their life values and goals. With a focus on effective communication, the session highlights how Hannah uses powerful techniques to ensure that clients feel heard and understood, setting the stage for a fruitful financial planning relationship.

Course learning objectives:

• Identify and understand the personal and relational aspects of money management and how client backgrounds and values influence financial behaviors.
• Recognize the importance of effective communication and setting client expectations at the beginning of a financial planning engagement.
• Utilize active listening and reflection to confirm understanding and build stronger client relationships.
• Assess the clients’ understanding of their spending habits and the necessity of exploring cash flow to ensure financial stability during transitions.

For experience hours seekers, please complete all of the required pieces of this course to earn 50 CFP Board standard pathway hours or 25 AFC experience hours. 

For CE seekers, you can complete the quiz at the end of the meeting commentary to earn 2.5 CE hours.