April 6, 2021 How Can Advisors Improve Tele-Financial Planning? Before becoming a financial planner, Derek Sensenig was a military training instructor. Unsure what career to pursue, Sensenig put himself out into the world and rapidly networked with those he met through varying opportunities. It was then he found a job at a bank through a […]
Category: Communication (page 2 of 2)
March 16, 2021 Why Post-Widowhood Marriage Exposes Those to Future Risk? When Dr. Kathleen Rehl’s husband died in 2007 she experienced widowhood for the first time. According to Dr. Rehl’s research, 70% of women will experience widowhood in their lifetime compared to 80% of men who die while married. What’s more, women living in poverty […]
How to Counsel Clients Without Shaming Them? Dr. Ekta Kumar opened up the webinar by explaining the difference between the interchangeable words; shaming and guilt. Shaming she said is having a judgment on an individual. It can then be hard to make change happen when feeling overwhelmed with this emotion. For example, “I’m terrible at […]
How to Use Financial Counseling and Coaching Skills to Help Your Clients? Failure scares many of us, if not all of us in some way. Whether it is something big like not achieving our dream job or something small like undercooking a chocolate birthday cake. Carrie Beckstrom, an expert in communicating and the CEO of […]
How to Use Financial Counseling and Coaching Skills to Help Your Clients? Saundra Davis has spent her career helping others. Before working in financial planning, Davis spent 20 years working in nonprofits. It was there she realized the power in helping people who are less fortunate to go to college, have a home, and get […]
Jeffrey Lang discusses the use of financial technology and the development of it in the financial workplace.
Linda Clayton talks about a new software called Decipher, helping CFP’s understand clients.
Igor Zey discusses commissions in the workplace, whether it is ethical or not, and fiduciaries.
Jeffrey Lang discusses the power of persuasion and the different ways to persuade, in particular with when working with clients.
Jeffrey Lang discusses persuasion versus manipulation, and why communication is important relation to the workplace, in particular with when working with clients.
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