Change You Can Manage


Even tiny changes in your client relationships can provoke resistance. How do you help people get comfortable with new behaviors that ultimately serve their financial goals?

Capitalize on a century of psychological research with this easy guide. In three steps you’ll learn to shift your thinking—and that of your clients.

  • Change management history, thought leaders, and models
  • Negotiating change: untethering, transitioning, reinforcing
  • Practical tips and ideas you can use in your company

Don’t just manage change. Thrive on it, helping people embrace the new in a way that makes them feel heard, cared for, and empowered.

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