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Financial planning is not just about increasing and safeguarding the client’s wealth but also their overall well-being. In this session, we will discuss the following questions:
- What is Interpersonal Neurobiology (IPNB)?
- Why can integrating Interpersonal Neurobiology into the financial planning approach improve the client’s overall net worth and quality of life?
- How to integrate IPNB techniques into the financial planning process?
- When planners sense the client’s stress, what are the steps the planner can follow to change the narrative?
- What is attunement: knowing oneself and others?
- How to integrate IPNB into the financial planning business model?
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