Live Webinar
Continuing Education
Best Practices in Measuring Client Wellness and Satisfaction (CFP® CE)
Tuesday, October 6, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Client financial wellness is often the ultimate goal of the financial planning process. However, it can be challenging to measure wellness accurately, and wellness can be confused with satisfaction.
In this session, we’ll distinguish between the two concepts and explore several ways of measuring overall client satisfaction and wellness, as well as best practices for implementing an ongoing wellness check-in with clients.
In this session, we’ll distinguish between the two concepts and explore several ways of measuring overall client satisfaction and wellness, as well as best practices for implementing an ongoing wellness check-in with clients.
WHAT WE'LL COVER
- 1 Understand the concepts of wellness and satisfaction
- 2 Identify different factors that impact client well-being
- 3 Measure client wellness and satisfaction using a psychometric assessment
This webinar is eligible for 1 CFP® CE credit. A live person is required to attend the session in its entirety to receive credit. Notetakers cannot attend on your behalf.
SPEAKERS
Sarah Fallaw
President
DataPoints
Chris Kopanski
Head of Customer Education
Wealthbox
“With the DataPoints integration with Wealthbox, advisors can easily add the psychology of financial planning to workflows and communication, thereby personalizing each client interaction based on investor personality, money attitudes, and client money scripts.”
