Financial advisors will inevitably work with clients facing turbulence related to their finances, whether it is a loss of personal job or stress about a market downturn. In these situations, financial advisors might attempt to act as rationally as possible, and encourage their clients to do the same. However, because the human brain is not wired to move between stress and rationality quickly, such an approach can backfire, and the client can feel as though their concerns are not being heard by their advisor.
| CFP | 1 |
| IAR | Awaiting Approval for NASAA |
| IWI | 1 |
| CPE | 1 |
| American College | 1 |
| IRS EA | Does Not Apply |
At this Kitces Monthly Webinar, join licensed clinical psychologist Barbara Kay as she discusses the neuroscience of anxiety, techniques advisors can use to communicate with a client facing stress, and potential pitfalls to avoid when working with clients during turbulent times.
At this webinar, advisors will learn:
- How advisors can prevent the “emotional contagion” that can make them feel stressed when working with an anxious client.
- How to apply a 3-step process to help clients de-escalate when facing a stressful situation.
- How to avoid potential pitfalls that can derail a conversation with a client experiencing stress.
