We Meant to Do That: When Financial Planning Decisions Don’t Become Action

A client can understand a recommendation, agree with it, and genuinely intend to act - yet return months later having done nothing. Treating every failure to implement as procrastination can cause planners to repeat explanations rather than address the actual barrier. This course provides a focused method for identifying where implementation breaks down and matching the planner’s response to the obstacle preventing a financial-planning decision from becoming action.

By the end of this course, you will be better prepared to:

• Differentiate among agreement, intention, readiness, and implementation within the financial-planning process.

• Analyze a stalled financial-planning action to identify the barrier preventing implementation.

• Apply an implementation strategy matched to the identified barrier to improve follow-through on an agreed-upon financial-planning action.