Financial Transition Planning
Guest Expert: Sandy Adams, CFP®, Center for Financial Planning, Inc.
Date:
Webinar Replay Description
When clients went through major life transitions, especially those involving money, their need for help became more immediate, yet stress, emotion, and technical complexities often made it difficult for them to move forward. Sandy Adams, CFP®, provided training to help advisors guide clients through these challenging times by addressing both the technical and emotional sides of money. The program focused on developing deep listening skills, creating safe spaces for clients, supporting decision-making, and promoting self-care.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Good information for advisors working with transition clients. The formats for some of the feedback will be useful. Thanks!
- Michelle H.
I appreciate viewing clients from a more human lens. I am a CFP with my own RIA who incorporates mindset and nervous system work into my practice and it has been extremely valuable for my clients.
- Meera M.
Such a clear outline of the disconnect between the advisor and client. I'm sharing these concepts with all my tax industry peers, too. Tax filing isn't a transition, per se, but we run into a lot of the same disconnects between what we need as professionals and what our clients experience.
- Phyllis K.
Good information for advisors working with transition clients. The formats for some of the feedback will be useful. Thanks!
- Michelle H.
I appreciate viewing clients from a more human lens. I am a CFP with my own RIA who incorporates mindset and nervous system work into my practice and it has been extremely valuable for my clients.
- Meera M.
Such a clear outline of the disconnect between the advisor and client. I'm sharing these concepts with all my tax industry peers, too. Tax filing isn't a transition, per se, but we run into a lot of the same disconnects between what we need as professionals and what our clients experience.
- Phyllis K.
Financial Transition Planning 04-11-2025
Attendees Comments:
Good information for advisors working with transition clients. The formats for some of the feedback will be useful. Thanks!
- Michelle H.
I appreciate viewing clients from a more human lens. I am a CFP with my own RIA who incorporates mindset and nervous system work into my practice and it has been extremely valuable for my clients.
- Meera M.
Such a clear outline of the disconnect between the advisor and client. I'm sharing these concepts with all my tax industry peers, too. Tax filing isn't a transition, per se, but we run into a lot of the same disconnects between what we need as professionals and what our clients experience.
- Phyllis K.