The Personality Paradox: Decode the How-Wow Personality Puzzle to Elevate Your Financial Advisory Practice

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Includes a Live Web Event on 05/21/2024 at 1:00 PM (EDT)


After completing this webinar, financial professionals will be able to:

  1. Understand the importance of being able to read emotions in client meetings
  2. Identifying critical behaviors of the HOW (detailed orientated) and WOW (big idea) client
  3. Know how to leverage this knowledge to better serve and retain your clients

Erika Wasserman

Certified Financial Therapist

Your Financial Therapist

Erika’s personal and professional journey was not a direct one — and continues to evolve. For most people, specific experiences in life have influenced the way they feel about money. For her, there were many: growing up in a household where the topic of money was exciting dinner conversation, getting married, having three children,  living abroad, moving nine times for a corporate job, getting divorced, and losing a parent. Unsurprisingly, Erika found herself at a crossroads.

After a successful 10-year career at IBM, Erika shifted gears and left corporate America to work on growing brands in the organic-food industry where she transformed brands from innovative emerging products to household names, while juggling a growing family. Along her journey, Erika noticed a gap in how people all over the world talked — or didn’t talk — about money, both within family structures, relationships, and workplaces. Once she discovered Financial Therapy, Erika has dedicated her life to coaching individuals, couples, families, and corporate teams on how to communicate more comfortably and effectively on the otherwise taboo topic of money.

As one of 70 Certified Financial Therapist, she has been quoted in national media, including The New York Times, Yahoo! Money, and Times.  Along with being the creator of Let’s Talk Finances, which are Financial Wellness Conversation Cards that create a unique way to stimulate meaningful conversations about and around the taboo topic of money for couples and newly divorced.

Erika lives in South Florida with her three daughters and can be found driving to the beach with the top down of her Jeep, or planning her next overseas adventure.

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The Personality Paradox: Decode the How-Wow Personality Puzzle to Elevate Your Financial Advisory Practice
05/21/2024 at 1:00 PM (EDT)  |  60 minutes
05/21/2024 at 1:00 PM (EDT)  |  60 minutes
CFP CE Credit
1 Question
1 Question If you would like to receive CE credit for CFP Board, please provide your CFP number. Please note IDFA only reports CFP Continuing Education Credits to CFP Board of Standards for US CFP Professionals.
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CE Credits Offered
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available