Get More Comfortable with Uncomfortable/Difficult Client Conversations 2024 | American Bankers Association (ABA) | 16 July 2024 | Webinar
Venue
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| Event Date | Tue Jul 16 EDT (5 months ago) |
| Location | Webinar |
| Region | Americas |
Details
Part of an advisor’s role is to initiate and discuss uncomfortable topics with clients, as it’s vital to the health and well-being of your clients and their families. In this webinar, learn how to identify and acknowledge uncomfortable feelings in yourself and your clients. You’ll also discover tactics for initiating dialogue, facilitating multigenerational conversations and communicating difficult news.
Discussion Highlights
• The top 3 uncomfortable topics for advisors to discuss with clients
• The business case for addressing the human side of finance and “going there”
• The importance of understanding your feelings about sensitive topics
• The role of curiosity in identifying and understanding emotions around money
• Tactics to reduce client resistance to discussing difficult topics such as intergenerational wealth transfers, health care wishes or a change in beneficiary
Speakers
Speakers
Kathleen Burns Kingsbury
Wealth Psychology Expert, Author & Coach, KBK Wealth Connection