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DTSTART;TZID=America/Los_Angeles:20261110T150000
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UID:5015-1794322800-1794328200@www.fpasv.org
SUMMARY:REGIONAL MEETING: Why Clients Don’t Do What You Tell Them (And What To Do About It)
DESCRIPTION:Description: Have you ever had a client who knows what they need to do\, agrees with your recommendations —and still doesn’t take action? Providing more information\, explaining the consequences\, or trying harder to persuade them often doesn’t help. In fact\, some of the approaches financial professionals naturally use to encourage action can unintentionally increase resistance. \nIn this presentation\, Amy N. Mullen\, CFP®\, President of Money Quotient\, will explore what behavioral science can teach us about motivation\, ambivalence\, and lasting change. Drawing specifically from Self-Determination Theory\, the Stages of Change\, and Motivational Interviewing\, Amy will examine why clients may become stuck\, what influences their readiness and motivation to change\, and how an advisor’s communication approach can either support or inhibit forward movement. \nParticipants will learn practical ways to recognize where clients are in the change process\, uncover the motivations that matter to them\, and support autonomy rather than relying on persuasion or direction. By understanding the psychology behind behavior and learning how to facilitate rather than prescribe change\, advisors can help clients move forward with greater clarity\, confidence\, and commitment. \n*This topic has been approved by the CFP Board for 1.0 hour of CE hour \n*Online registration closes at 12:00 pm on Monday\, November 9th \n*Join us for our Member Appreciation Event: North Beach Walking Tour (REGISTER HERE) \n*There will also be the usual Networking Mixer immediately after the meeting \n[CLICK URL LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/regional-meeting-why-clients-dont-do-what-you-tell-them-and-what-to-do-about-it
LOCATION:San Francisco Italian Athletic Club\, 1630 Stockton Street\, Ballroom\, Main Floor\, San Francisco\, CA\, 94133\, United States
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DTSTART;TZID=America/Los_Angeles:20261119T170000
DTEND;TZID=America/Los_Angeles:20261119T190000
DTSTAMP:20260114T032042Z
CREATED:20260114T032042Z
LAST-MODIFIED:20260114T032042Z
UID:4613-1795107600-1795114800@www.fpasv.org
SUMMARY:November 2026 NextGen Social
DESCRIPTION:Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen\, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \nSpecial Events Location: Axe Venture Axe Throwing \nClick the events page [website] link to register [coming soon!]
URL:https://www.fpasv.org/event/november-2026-nextgen-social
LOCATION:AxeVentures Axe Throwing\, 850 Park Ave\, San Jose\, CA\, 95126-3030
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DTSTART;TZID=America/Los_Angeles:20261210T113000
DTEND;TZID=America/Los_Angeles:20261210T133000
DTSTAMP:20260921T021534Z
CREATED:20260921T021130Z
LAST-MODIFIED:20260921T021534Z
UID:5020-1796902200-1796909400@www.fpasv.org
SUMMARY:La Dolce Vita Holiday Luncheon – Mangia. Mingle. Make Merry
DESCRIPTION:[CLICK URL LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/la-dolce-vita-holiday-luncheon-mangia-mingle-make-merry
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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