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Approved for 1 CFP® CE credit hour
Financial decisions are increasingly shaped by people outside the advisor-client relationship. Family members, friends, coworkers, online communities, influencers, podcasts, and social media personalities all compete for attention and influence.
This course examines how external voices shape financial decision-making and explores the challenges advisors face when recommendations conflict with information clients receive elsewhere. Participants will learn to identify competing influences, navigate conflicting advice, and strengthen client confidence without creating unnecessary friction or damaging trust.
Analyze client statements and behaviors to identify external sources of influence that are materially affecting a financial-planning decision.
Evaluate externally sourced financial advice against the client’s goals, circumstances, and existing planning assumptions to determine its relevance to the financial plan.
Apply a structured response method to address competing outside advice while maintaining client agency and connection to the financial-planning process.
Approved for 1 CFP® CE credit hour
Financial decisions are increasingly shaped by people outside the advisor-client relationship. Family members, friends, coworkers, online communities, influencers, podcasts, and social media personalities all compete for attention and influence.
This course examines how external voices shape financial decision-making and explores the challenges advisors face when recommendations conflict with information clients receive elsewhere. Participants will learn to identify competing influences, navigate conflicting advice, and strengthen client confidence without creating unnecessary friction or damaging trust.
Analyze client statements and behaviors to identify external sources of influence that are materially affecting a financial-planning decision.
Evaluate externally sourced financial advice against the client’s goals, circumstances, and existing planning assumptions to determine its relevance to the financial plan.
Apply a structured response method to address competing outside advice while maintaining client agency and connection to the financial-planning process.
