FPA Journal: Mastering Emotional Client Conversations as a Financial Planner
What truly sets the best financial planners apart? Beyond the numbers and the projections, it's about mastering those nuanced, emotional conversations with our clients. You must dive deep into the heart of finance, where emotions intertwine with money.
I recently penned an article for the Financial Planning Association’s Journal of Financial Planning: Next Generation Planner, titled "Mastering Emotional Client Conversations as a Financial Planner." Drawing from my expertise as a licensed mental health therapist and expert business coach, I explore the intersection of finance and feelings. You will read insights that are vital for today's financial professionals.
Now, don't get it twisted – this isn't just another article.
This piece comes in when you are in a jam, client pouring their heart out, and you're there trying to keep it both real and professional. It's a golden ticket, a game-changer, and a whole new mood.
If you wanna truly connect with your clients and elevate your game — only the realest thrive.
Learn more by reading the full FPA Journal of Financial Planning article HERE.
Interested in what the Financial Planning Association can offer you? Check out Membership details HERE!
Reprinted with permission from the November issue of Journal of Financial Planning. (c) 2023 Financial Planning Association. Further duplication without permission is prohibited. All rights reserved.