Reducing Client Stress During Election Season Using Communication Tailored To Their Personality Types
Barbara Kay, MA, LPC, RCC, TIPC, President, Barbara Kay Coaching explains how advisors can quickly assess their client’s personality types and how to connect with and calm clients based on their unique needs. Barbara explains the scenarios that may cause clients stress and provides context around how stress can present itself depending on their personality type. Advisors will learn how to:
- Understand how the Big 5 personality types relate to DiSC styles
- Identity DiSC styles, both personally and among clients
- Adapt and effectively connect with clients
- Identify which triggers and biases may impact clients
- Apply financial counseling techniques to communicate effectively when a client is experiencing emotional upheaval
Barbara Kay, MA, LPC, RCC, TIPC, President, Barbara Kay Coaching
Barbara, a business psychology and productivity coach, works with financial services specializing in: Achievement, Teams, Motivation, Communication, Investor Psychology, Behavioral Finance, Change, Women and Leadership. Barbara's clients include professionals, teams, leaders and organizations nationwide, across all channels of financial services. She holds dual degrees in Clinical Psychology and 3 postgraduate specialties in Coaching.