Anxious and Stressed: Helping Clients to Manage Emotion and Behavior

Anxious and Stressed: Helping Clients to Manage Emotion and Behavior

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.