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Sections: Money Habits

TOPIC: Money Habits

Have you ever wondered why:

  • Motivated clients don’t follow through on plans they’ve agreed to?
  • Intelligent clients repeatedly do things that are not in their best interests even though they know better?
  • Perfect potential clients don’t return to work with you? 

The chances are that it has nothing to do with your competence, but something much more elusive—clients’ emotional needs and messages.  A basic understanding of how the brain works and where we get the messages that trigger our financial behaviors can make the difference. You can easily use this information as a financial professional to start great conversations and gain instant, and often unexpected, insights without being a therapist!

Syble will not be talking about Money Habitudes during this presentation, but she is offering all members two complimentary online games. Play one yourself and share one with your spouse, friend, client or family member. No training or instructions needed. It takes 5-10 minutes to play and an in-depth individualized report is included.  https://online.moneyhabitudes.com/#/codes/5G49G7K8


Speaker: Syble Solomon

The founder of LifeWise Strategies and the creator of Money Habitudes, Syble Solomon is a speaker, educator and coach who specializes in the psychology of money.  During the past 17 years, she has presented to groups as diverse as financial planners, financial educators, social workers, educators, the NFL, women professionals and non-profits throughout the US and in Europe, Australia and Canada.  She’s been quoted in more than 100 publications and has received multiple awards for her work. Since 1995, she has been an executive coach and adjunct faculty member with the Center for Creative Leadership, one of the top leadership institutions in the world. She has been working with Network of Executive Women (NEW) since 2016 and was with the National Leadership Institute at the University of Maryland for ten years. In her first career,  Syble spent 25 years as a child development specialist, working with school systems and nonprofits to provide training and program development. She has been an adjunct faculty member at Southern Connecticut State University, University of Nevada Reno, Teikyo Post University and the University of North Carolina at Greensboro. She was a doctoral fellow at University of Pittsburgh, received her Masters in Education at George Washington University and her B.A. in Economics with a minor in psychology from Rutgers University. She began her career as a Peace Corps volunteer, teaching in the Philippines.




When:
Tuesday, October 27, 2020, 12:00 PM until 1:00 PM
Where:
Zoom Meeting
Look for connection info in reminder email
Additional Info:
Event Contact(s):
V. James Tosco
Category:
Sections
Registration is required
Payment In Full In Advance Only
No Fee