PFP2622. AI-Proof Your Practice: Stop Advising, Start Coaching with Neuroscience

AI can crunch numbers and generate financial plans—but it can't coach humans through the emotional complexity of money decisions. Smart financial planning professionals are evolving into Wealth Coaches who guide clients from head to heart—and thriving.

This 75-minute session reveals how neuroscience-based coaching transforms you from traditional advisor into a high-impact facilitator who helps clients make better decisions. Learn why even "perfect" financial plans fail and how brain science unlocks the coaching approach that actually changes behavior, and choices. This methodology applies across all advisory contexts—from personal financial planning to wealth management to Fractional CFO services.

You'll Walk Away With:
• Battle-tested framework for neuroscience-based financial coaching
• Practical tools to help clients move from goals to purpose-driven intention
• Techniques to engage clients in their own discovery process (not just deliver answers)
• Real-world case examples from successful financial coaches
• An action plan for transitioning your practice model

Perfect for Financial Planning Professionals Who:
• Know AI is disrupting traditional advisory models
• Want to 10x their impact
• See the need to move from number-crunching to a new sustainable model
• Ready to see light bulb moments that truly drive clients truly to act in their own best interest

Learning Objectives:

• Identify how cognitive biases and brain science impact client financial decisions.
• Apply practical coaching techniques that move clients from resistance to action.
• Implement a structured coaching methodology that transitions client interactions from prescriptive advice-giving to collaborative
• Design differentiated service offerings apply across financial planning, wealth management, and business advisory contexts including Fractional CFO services.