Breakout Session

60-Minute Workshop

How to Use Effective Therapeutic Communication with Clients (When the Can of Worms on Problematic Financial Behaviors has Opened)!

Level of Complexity: Intermediate

Speaker(s)

• 

  Susan Zimmerman, ChFC, LMFT

  Founding Partner
  Mindful Asset Planning

Who hasn’t had times when clients share severely problematic behavioral issues with you when you least expect it? How do you deal with the squirming mass of issues when all you really wanted to do was guide their money decisions? Human behaviors are surprising and stubbornly resistant to change, but you can arm yourself with a few fallback questions to assist you in determining their willingness to make modifications that improve their financial results. Useful methods will be shared that have proven rewards for braving conversations that heighten satisfaction and improve results in your clients’ financial lives.

Learning Objectives:

• Use therapeutic language to help clients clarify and resolve financial differences.
• Determine appropriate timing for confrontation of behavioral difficulties.
• Comfortably and confidently address unexpected challenges presented by clients.