Conversations That Close – LIVE with Ande Frazier
November 12 @ 1:00 pm - 1:30 pm
Your client is 52. Their money is 14.
Most financial decisions aren’t made by the adult in the room. They’re made by an earlier version of the client, shaped by what money meant growing up. That’s the idea behind the money ages. It explains why a sound plan gets ignored, why a windfall disappears, and why the same conversation lands with one client and bounces off another.
In this Conversations That Close session, Ande Frazier, Partner at Peachtree Planning, shows you how to recognize the money age behind a client’s behavior and what to say to help them grow past it.
You’ll leave knowing what to say when the plan makes sense but the client won’t move. Money isn’t math. Stop arguing with the numbers. Start talking to the person making the decisions.
Speakers:
Ande Frazier | Partner at Peachtree Planning
Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
