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April 4, 2023 @ 2:00 pm - 3:00 pm EDT
$49Anxious and Stressed: Helping Clients to Manage Emotion and Behavior ![](https://www.afcpe.org/wp-content/uploads/2023/02/FBKG-Final-Brown-Background-300x148.png)
You’ve heard others speak about their research. Now you can hear from the experts themselves. In this presentation, Drs. Kristy Archuleta and John Grable will discuss how a client’s anxiety and stress about money can weaken the client-financial planner relationship. You will also learn techniques to better manage money-related anxiety and stress exhibited by clients as a way to move clients toward plan implementation. You will learn when it may be appropriate to make a professional referral.