Speakers will share their knowledge and passion at FPW 2018.

Courtney Pullen

Examining the Sacred Cows of Financial Planning

Is your personal bias affecting your client engagements? This interactive session will explore the basic truths we’ve accepted as part of financial planning and their role in our decision making and approach to the clients we serve. Get ready to be disrupted as Courtney guides you through a re-examination of those “sacred cows”, discovering different ways of thinking and considering if there are new truths to contemplate in the quest for what’s possible.

Courtney Pullen, M.A., is the President of the Pullen Consulting Group and is on the faculty at the University of Chicago Booth School of Business. He has more than 25 years of experience in coaching, consulting, leadership development, communication and team building. A former Clinical Associate at the School of Professional Psychology at the University of Denver and Adjunct Professor at the University of Colorado at Denver, Courtney has lectured frequently and been published in the areas of individual and organizational change, behavioural finance, communication and family wealth dynamics. He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute.
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Financial Planning Week 2018​ 

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