This session examines how challenging client behaviors can affect the financial planning process in high-conflict divorce cases. Participants will explore common financial tactics used to create confusion or distort information, and how these behaviors can impact data gathering, analysis, and professional judgment. The discussion focuses on recognizing early warning signs, maintaining objectivity, and preserving the integrity of financial analysis while navigating emotionally charged client interactions. Emphasis is placed on role clarity, professional boundaries, and sound decision-making in complex planning situations.
- Teacher: Julian Terry
This session explores the role of mediation skills in professional financial planning engagements, with a focus on managing conflict, emotional dynamics, and communication challenges in high-stakes client situations. Participants will examine how effective mediation techniques support professional judgment, role clarity, and client-centered decision-making. The discussion emphasizes maintaining objectivity, managing emotionally charged interactions, and facilitating productive dialogue while remaining aligned with professional responsibilities and ethical boundaries.
- Teacher: Julian Terry
Panelists will share everyday practice standards that will elevate your business and help you navigate complex ethical situations. Our panelists will give you actionable tips that you can begin using immediately to build a sustainable practice and improve profitability and efficiency.
- Teacher: Julian Terry
This facilitated case study session examines a real-world financial planning scenario to deepen participants’ analytical skills and professional judgment. The session begins with an overview of the case, followed by structured small-group analysis guided by an advanced CDFA® facilitator. Participants will evaluate key financial issues, assess planning considerations, and apply relevant financial principles to a complex client situation. Targeted discussion questions support consistent analysis and practical application, reinforcing sound financial decision-making in real-world contexts.
- Teacher: Julian Terry
Closing remarks and 3 awards recognizing the rising stars in our industry
- Teacher: Julian Terry
Let’s kick things off with purpose! This opening session is all about energizing your mindset and building intentional connections that matter. You’ll walk away with fresh ideas to elevate your networking approach and set the stage for meaningful collaboration throughout the day.
- Teacher: Julian Terry