Free Practitioner Webcast From AICPA: Working Effectively With Clients in Emotional Situations
When faced with an emotional client, financial planners who are equipped with techniques to effectively work through the situation are able to create a deeper and more meaningful relationship.
Divorce, grief from loss, market downturn, or fear that they may outlive their assets can put clients in a difficult emotional place. In fact, a recent AICPA survey found that for elderly victims of financial fraud, the impact is more emotional than financial. Emotions play a large role in decision making. In fact, according to
The most effective financial planners are able to combine sophisticated technical expertise with the emotional intelligence required to understand their client's needs. Planners who are able to go beyond balance sheets and withdrawal rates to understand their clients deeper motivation are able to forge a better connection and provide higher value services to help their clients realize their financial and life goals.
In this webcast, listeners will learn about:
* Effective listening techniques
* How to ask empowering questions
* Checking your emotional reaction
* Helping clients move through their emotions so you can work together effectively
* Tips to build rapport and empathy
* And more ...
Sen. Heitkamp Updates Bismarck Lions Club on Her Work in U.S. Senate to Improve Health Care, Provide Relief to Farmers, Ranchers Impacted by Drought
CBO Says Trump Administration Refusal to Pay ACA Cost Sharing Reduction Payments Would Cause Health Care Premiums to Spike
Advisor News
Annuity News
Health/Employee Benefits News
Life Insurance News