The Financial Group Chat: When Family, Friends, and Social Media Become the Advisor

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.