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Guest Expert: Sandy Adams, CFP®, Center for Financial Planning, Inc.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 difficul...
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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.
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.