Guiding Clients Toward True Prosperity: Beyond Financial Advice, a Journey into Client Behavior

Join us for another exciting webinar hosted by Dean of Individual Development at PPI, Melissa Mitchell-Blitch with guest speaker, Danielle Howard.  This session will explore the imperative transformation needed in the financial services industry, focusing on fostering healthier client relationships with money.  It will highlight the impact of money mindsets on financial beliefs and behaviors and discuss exercises to enhance awareness and shift these mindsets. Participants will learn about the limitations of traditional financial planning and the importance of understanding one’s identity, processes, and outcomes to cultivate a positive financial life. The session will also cover self-reflection techniques to explore and improve one’s relationship with money, offering practical tools and resources for deeper insight.    BIOGRAPHY Danielle Howard is a Certified Financial Planner®, author, speaker and personal finance thought leader. Her 27 years of client engagement and financial world experience has led her to become a catalyst for change around the financial tools, techniques and temperaments that construct a person’s financial life. Understanding the integrations and implications of a whole-life perspective on money mindsets and financial decisions, she guides people on the progressive journey of financial wellness. Bridging the gap between Wall Street and Main Street, she brings complex financial topics and concepts down to earth. She opens the door to new conversations around money, breaking down the taboo topics of the past to engage, educate, encourage her audiences.