Joanna Grandfield and Marcie Shaoul will demonstrate ways in which to understand what stops emotional clients moving forward and how to enable professional advisors to move them forward so that the client is in a position to make clear, well thought out decisions about their finances.

Description

If you are working with separating or bereaved clients to help them manage their finances, wealth, or insurance in circumstances where they cannot see beyond the emotion they are experiencing, it can be hard to make progress with them. This webinar, using a mixture of discussion, practical tools, and scenarios, will talk about some of those places where clients get stuck and look at tools with which to free them and move them forward.

Gain an insight into

• Identifying when clients are in fight, flight, freeze mode. Tell-tale signs and what to look for
• Understanding how that will prevent them from moving forward
• Understanding and identifying the impact of those behaviours on what they are trying to achieve with you
• Being able to start unpicking and unblocking those behaviours using tools learned in the webinar

Speakers

• Joanna Grandfield, Partner, Mills and Reeve
• Marcie Shaoul, Director, Rolling Stone Coaching