Workshop
Client Psychology | Personal Financial Planning Workshop
July 18
8:30 - 10:30 a.m.
In Person or Hybrid
Join us for a workshop about client psychology. Leading the workshop are Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, professor of practice and financial planning master's program director at K-State, and Billy Spencer, CFP®, CFT-I™, FBS®, is a financial planner at Crestwood Advisors in Boston.
Why come?
- Understanding client psychology is becoming as crucial as mastering financial strategies
- Networking with peers, up-and-coming financial planners and students in K-State Olathe's personal financial planning undergraduate program
- Great professional development opportunity for interns and professionals with 10 years or fewer in the field
What will you learn?
- How client psychology helps build commitment and trust
- How to develop and deliver better advice
- Conflict management skills
- Targeted advice to earn and build trust from potential clients
Registration
This two-hour workshop and networking opportunity is $75 per person.
This workshop does offer an online attendance option, however, attending in-person is recommended for the best experience.
Deadline
Registration for this event will close July 11.
Meet the instructors
Dr. Megan McCoy
Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, works in the Financial Planning Department in the College of Health and Human Sciences at Kansas State University where she serves as a professor of practice and the program director for the Financial Planning Master's Program.
She is a licensed Marriage and Family Therapist, an Accredited Financial Counselor®, and a Certified Financial Therapist-I™.
Megan holds a B.A. in Psychology from yhe University of North Carolina and a M.A. in Marriage and Family Therapy from Drexel University. She also attended the University of Georgia, where she earned a Ph.D. in Human Development and Family Science with an emphasis in Marriage and Family Therapy.
During her doctoral program, she developed a specialization in financial counseling and financial therapy practices. She volunteers on the Financial Therapy Association's Board of Directors and is the Associate Editor of the Journal of Financial Therapy. Her research focuses on financial therapy, financial self-efficacy, as well as diversity, equity and inclusion within financial planning. Her work has been published in both mental health and financial academic journals.
Billy Spencer
Billy Spencer, CFP®, CFT-I™, FBS®, is a financial planner at Crestwood Advisors in Boston. He recently completed Kansas State University’s Master of Science in Financial Planning Program with a certificate in Financial Therapy in 2024. He also completed Creighton’s Financial Psychology Certificate in 2021.
Billy’s work focuses on helping clients discover their goals and align resources to achieve them. He also is passionate about sharing the psychology of financial planning and financial therapy with other financial planners.
Outside of work, Billy enjoys being outside with his wife, daughter and Bernese Mountain Dog.
Learning objectives
Insightful Discussions
Learn how technological shifts have redefined our focus from quantitative analysis to the qualitative aspects of client relationships. Discover why a deep understanding of client psychology is pivotal in helping you build commitment and trust.
Practical Strategies
Explore essential techniques for overcoming the most common challenges in the field, including:
Navigating Client Conflicts: Equip yourself with conflict management skills to navigate client disagreements and refocus on shared values & goals.
Motivating Change: Learn how to develop and deliver better advice by understanding the underlying values, attitudes, and beliefs that drive your clients. Use these insights to inspire positive change and overcome resistance.
Crisis Management: Develop your ability to support clients effectively during critical financial crises.
Building Trust with Clients: For new planners, gain targeted advice on overcoming hurdles to earn trust from potential clients.
Agenda
8:30 a.m. | Welcome
Armahn Hadjian
8:35 a.m. | Topic One
9:30 a.m. | Topic Two
10:30 a.m. | Dismiss