Upcoming Events & Workshops
Check out some of the events and workshops that you can sign up for! Or contact me today to schedule your own workshop!
FPA of NE New York Symposium: The Personality Paradox to help elevate your Financial Advisory Practice
Elevate your advisory skills, decode client behaviors, and revolutionize your approach to impactful client relationships. This sessions discusses emotional cues, client archetypes (HOW and WOW), and three distinctive client profiles. Learn to decode emotions, fostering stronger client connections for improved service and retention. Learning Objectives: Understand the importance of being able to read emotions in client meetings. Identifying critical behaviors of the HOW (detail oriented) and WOW (big idea) client. Know how to leverage this knowledge to better serve and retain your clients.
Learn More >The Institute for Divorce Financial Analysts (IDFA®) Speaking Engagement
Join Erika Wasserman, Tim Voit, Jody Bruns and Chris Bruser in learning how professionals in lending, transition planning, and divorce coaching can increase your efficacy as a CDFA professional. 1 CFP & CDFA Credits Please note that the conference is live and in-person in Nashville, Tennessee.
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Media
Financial Therapy is making major news! Check out various articles and TV spots featuring Erika Wasserman!
Media Inquiries
Are you a media outlet looking for your next story or quote? Contact Erika today!
