How Financial Planners Create "Difficult" Clients

This workshop will explore your relationship with money and how that can decrease your effectiveness with your clients. It will also discuss how your beliefs and values impact your clients' success. You'll learn some exercises that raise your awareness and improve your communication with your clients.

Learning Objectives:

• Analyze personal factors that are brought into client meetings could help or reduce your client(s) ability to work with you.
• Utilize tools to identify and assess obstacles that may be preventing clients from fully engaging with your process.
• Apply a specific technique to enhance communication with couples and improve overall client engagement.