Join Jackie Mazur, CFP ®, CDFA™, FBPS, Founder of the Financial Behavior Institute™, for a deep dive into the crucial role of human connection in financial advising. In this webinar, Jackie will explore how effective communication can transform your practice.

Discover the 8 financial personalities, and gain insights into identifying the personalities you connect with best, customizing your approach to suit different personalities, and addressing their fears and biases to build stronger connections.

Meet the speaker

Jackie Mazur

CFP ®, CDFA™, FBPS, Founder of the Financial Behavior Institute™