(VIRTUAL) CHAPTER MEETING

Tuesday, November 14, 2023

Title:

How to Talk So Your Client Will Listen and Take Action

Speaker(s): 
Saundra Davis, MSFP, APFC®, MCC
Director of Financial Planning Programs
Golden Gate University 

Thank You to Our Meeting Strategic Partner!

Program Description:
Have you ever been in a conversation with your clients (and maybe even your family members) and they nod yes but mean NO? It happens, and when it does it usually means that that plan you created ain’t gonna happen. Join Saundra Davis in exploring how we talk to clients (and everyone else) in a way that encourages them to listen AND take action. Be ready to get involved because you will get to practice one of the techniques!

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Speaker(s):

Saundra Davis, MSFP, APFC®, MCC
Director of Financial Planning Programs
Golden Gate University 
Saundra Davis a highly respected financial planner, educator, and coach who has dedicated her career to helping people achieve financial stability and prosperity. Saundra is the Director of Financial Planning Programs at Golden Gate University. Her framework, The Continuum of Financial Wellbeing, is a model to ensure that all people, regardless of their income or wealth, have access to competent and ethical personal finance support. Through her training programs and Financial Fitness Coach certification, Saundra has trained more than 2,000 professionals and has helped countless people develop healthy financial habits, navigate complex financial decisions, and achieve their financial goals. In addition to her work with Sage Financial Solutions, Saundra is a regular contributor to various media outlets, including CNBC, The Wall Street Journal, and NPR.

Agenda:
3:00 - 3:30 pm - Chapter Announcements & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Speaker's Presentation
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes