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

Identify key sources of your clients’ anxieties
Key actions taken to help address your clients’ concerns
How do you share your humanness and feelings
Discuss sources of the your (the advisor’s) anxiety/stress
Current ways of finding support and self-care and how it helps you
What is the difference in this event/time compared to other major events

Speaker

Melissa Hammel,CFP

Holly Donaldson

Rick Kahler, CFP

Scott Frank, CFP

Summary


Availability:	Retired


Cost:	Member: $0.00 Non-Member: $39.00


Credit Offered:	No Credit Offered

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