About this course
Financial planning asks clients to process complex information, weigh tradeoffs, organize tasks, manage emotions, make decisions, and follow through over time. For neurodivergent adults, a traditional planning process can create friction that has little to do with intelligence, motivation, or commitment. Smart Clients, Different Brains explores how ADHD, autism, anxiety, dyslexia, dyscalculia, OCD tendencies, and other cognitive differences may shape financial communication, meeting engagement, decision-making, and implementation. You will learn practical ways to reduce cognitive overload, structure choices, clarify next steps, and adapt planning conversations—without diagnosing clients, lowering expectations, or making assumptions about their abilities. The goal is a clearer, more accessible planning experience that strengthens understanding, confidence, autonomy, and follow-through.
Describe a key feature that sets you apart, solves a problem, or adds value to your users.
Describe a key feature that sets you apart, solves a problem, or adds value to your users.
Describe a key feature that sets you apart, solves a problem, or adds value to your users.