When

Tuesday, December 14, 2021 from 3:00 PM to 4:30 PM PST
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Where

This is an online event. 
 

 
 

Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

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  Meeting Details - WEBINAR

Tuesday, December 14, 2021
3:00 pm - 4:30 pm
 

Title:

Application of Psychology in Financial Planning

Speaker(s):
Brendan Frazier, Founder of Wired Planning & Host of the
Human Side of Money Podcast

A
my Mullen CFP, President of Money Quotient, Inc.

Meghaan Lurtz, PhD, PFP/Financial Therapy, Lecturer, Writer and Senior Research Associate, Kitces.com

Lexi Olian, CFP, Director of Financial Planning, The Humphreys Group


Thank You to Our Meeting Strategic Partner:



 

Program Description:
Money is an emotional topic and advisors are dealing with emotional human beings. At times, advisors must go beyond crunching numbers and giving advice; we may need to unearth what’s in the way and support clients through these “barriers.” At this session, we’ll present the differences between financial coaching and financial therapy. In addition, we’ll discuss what financial coaching looks like in practice as well as the practical elements of incorporating this offering into our businesses.

PLEASE NOTE: The 2022 board elections will also take place at this meeting. Your attendance is appreciated.

*This topic is currently under review by the CFP Board for 1.0 hour of CE credit.  
*Zoom login information will be sent the day before the meeting.   

Speaker(s):

Brendan Frazier, Founder of Wired Planning & Host of the Human Side of Money Podcast
Brendan Frazier is the founder of Wired Planning, the host of The Human Side of Money podcast, a keynote speaker and was named one of Investopedia’s Top 100 Financial Advisors. He helps financial advisors around the world master the human side of advice to enhance client outcomes and ignite growth in their business. 

Amy Mullen CFP, President of Money Quotient, Inc.
Amy Mullen, CFP is President of Money Quotient, Inc., an organization founded in 2001 that teaches financial professionals how to bring science to the art of relationship. In this role, Amy conducts training, provides individualized consulting, and frequently presents at national financial industry conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients' financial motivations and how to guide them through change, and creating long-lasting client-planner relationships. All programs and consulting provide a multi-disciplinary, evidence-based approach to financial planning that take into consideration both the practical and emotional aspects that promote financial well-being and life-satisfaction. Outside of the office, Amy enjoys hikes, photography, live music, and cooking.


Meghaan Lurtz, PhD, PFP/Financial Therapy, Lecturer, Writer and Senior Research Associate, Kitces.com
Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University where she teaches courses for the Advanced Financial Planning Certificate Program,alecturer at Columbia University where she teaches Financial Psychology, and an on-staff writer and researcher of financial psychology atKitces.com. Her research interests vary as she studies both practitioners of financial planning as well as financial planning and financial therapy practices and interventions. Her research and expertise have been featured inJournal of Financial Planning, Journal of Consumer Affairs, Financial Planning Review, Wall Street Journal, BBC, Million Dollar Roundtable,andNew York Magazine. She has also contributed chapters to the CFP Board’s textbook,Client Psychology. Meghaan is a past President and current board member for the Financial Therapy Association and Financial Psychology Institute Europe.


Lexi Olian, CFP, Director of Financial Planning, The Humphreys Group
Lexi Olian, CFP is Director of Financial Planning at The Humphreys Group. In her role she ensures that the financial planning process fulfills their commitment to a goals and values based approach. She also coordinates and co-facilitates quarterly Conversation Circles for women which provide clients with a unique forum to have authentic discussions about all aspects of personal finance. During the pandemic, Lexi has maintained her sanity by escaping to a small town in the California foothills to hike, knit and play board games with family.

Agenda:
3:00 - 3:30 pm - Networking via Breakout Rooms, Chapter Announcements, 2022 Elections &
Strategic Partner Acknowledgements
3:30 – 4:25 pm – Panel Presentation
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes