Positive & Productive Client Communication - Behavioral Finance Principles in Action
Human bias is a core reason for poor client decision-making. Kay will explain the neuropsychology of bias and its impact on clients. Then she will teach practical steps to shift clients from bias to productive thinking. Finally, Kay will share universal communication techniques for every client conversation.
Barbara Kay is a business psychology and productivity coach specializing in a variety of areas including growth, productivity, teams, brand psychology, client relationships, behavioral finance, change and leadership. She holds dual degrees in clinical psychology and psychology and completed post-graduate training in three coaching specialties. Kay speaks, builds custom workshops and coaches professionals, teams and leaders nationwide. She is the author of many articles and two books, The Top Performer’s Guide to Change and The $14 Trillion Woman: Your Essential Guide to Engaging the Female Client. In addition, Kay writes a leadership column for the Journal of Financial Planning.