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Guest Expert: Megan McCoy, Ph.D., LMFT, Kansas State UniversityIn this webinar Megan McCoy, a leading authority on financial therapy, talked about ways evidence-based financial therapy tools, techniques, and models that foster trust and commitment with your cl...
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A few comments from listeners when they were asked what the learned from the webinar:
The Financial Anxiety Scale was a good tool to potentially include in future client meeting when appropriate.
- Kathryn Y.
72% of people experience ongoing financial anxiety, and that only drops that by 1% if you work with a financial planner.
- Bryan R.
"Shared values" are more important than effective communication in building a client relationship.
- David W.
How important it is to recognize financial stress, and how financial stress can prevent a client from understanding the information you share with them. Also, I learned the importance of feeling empathy with your clients.
- Alfred M.
The Financial Anxiety Scale was a good tool to potentially include in future client meeting when appropriate.
- Kathryn Y.
72% of people experience ongoing financial anxiety, and that only drops that by 1% if you work with a financial planner.
- Bryan R.
"Shared values" are more important than effective communication in building a client relationship.
- David W.
How important it is to recognize financial stress, and how financial stress can prevent a client from understanding the information you share with them. Also, I learned the importance of feeling empathy with your clients.
- Alfred M.
The Financial Anxiety Scale was a good tool to potentially include in future client meeting when appropriate.
- Kathryn Y.
72% of people experience ongoing financial anxiety, and that only drops that by 1% if you work with a financial planner.
- Bryan R.
"Shared values" are more important than effective communication in building a client relationship.
- David W.
How important it is to recognize financial stress, and how financial stress can prevent a client from understanding the information you share with them. Also, I learned the importance of feeling empathy with your clients.
- Alfred M.