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Helping YOU and Your Clients Through Stress, Fear and Anxiety
Course Information
Content Level: Foundational
NAPFA Subject Area: J-Communications
Course Description
The panel will provide some ideas on both acknowledging an advisor’s individual concerns and anxiety and how to prioritize self-care and develop a personal support system. The panel will also offer listeners some of their ideas on how to address client concerns during an ever-changing period of uncertainty.
Learning Objectives
  1. Identify key sources of your clients’ anxieties
  2. Key actions taken to help address your clients’ concerns
  3. How do you share your humanness and feelings
  4. Discuss sources of the your (the advisor’s) anxiety/stress
  5. Current ways of finding support and self-care and how it helps you
  6. What is the difference in this event/time compared to other major events
Melissa Hammel,CFP