During times of uncertainty, you need the proper tools, mindset, and disposition to meet the circumstances.
This training will help you:
- Cultivate deep listening skills.
- Learn what it means to provide a safe space for your clients so they feel protected.
- Help clients and their families process their thoughts and feelings about this collective event as well as their individual life events.
- Guide clients through decision-making during heightened uncertainty.
- Develop a formalized self-care plan and show your clients how to create their own.
This is how you show up as a human being as well as an expert when your clients are most vulnerable.
Help Clients and Yourself Absorb Change, Make Good Choices, and Avoid Getting Stuck in Regret
As a financial planner you are in a unique position to guide clients through individual and collective life-changing events. You actively participate in the client’s experience of reestablishing order and predictability. Change demands new choices and there are always consequences. This session provides a customizable structure for keeping clients safe, developing a wide and long view of possibilities and choices, and supporting decisions that shape life going forward without regrets.
Learning objectives and takeaways:
- How to use the creative force within disruption while keeping the client safe, building confidence, and developing a new narrative
- Integrating a repeatable process to reframe tradeoffs and choices
- Key elements of a Financial Transitions Plan not found in traditional financial planning
Even massive collective change—think pandemic—follows the universal patterns of disruption, change, adjustment, reimagining, and eventually a new set of norms. Disruption and change are now easy for everyone to see and feel. Clients’ lives are, and will continue to be, in motion.
Inheritance, widowhood, retirement, and divorce are one-time life changing events. They may sound familiar to you as an advisor, but they present new and unfamiliar territory to your clients.
When money changes client lives pivot in confusing directions, what seems easy becomes complex. The other side of life events, the human side, is the unseen driver of decisions, commitments, delays and sometimes regrets. This is particularly true when these events overlap, retirement quickly followed by widowhood may also be followed by an inheritance. Life can be complicated, that’s when a trusted advisor is essential.
This session is designed to give advisors and their clients a simple map to follow when life events happen. Through client case stories you will learn how to help clients make their best decisions by breaking through confusion and overwhelm using a transition planning tool for any situation.
