"There Are No Difficult Clients - Just Advisors Who Have Run Out Of Tools
SPECIAL WEBINAR EVENT: How to Deal With Difficult Clients
Presented by Rick Kahler, CFP®, MS, ChFC, CCIM
President, Kahler Financial Group
Wednesday, March 24th, 2010 1:00 PM - 2:00 PM ET
Facilitating financial health requires more than presenting spreadsheets, cash flow
statements and asset allocation models. It requires an understanding of the kind of
life the client envisions and how the client’s emotional and psychological predispositions facilitate or obstruct (or both) the development of successful financial plans.
This webinar will give you a glimpse into the best practices of financial advisors who are integrating the fields of psychotherapy, coaching, and traditional financial planning.
This webinar will help you:
- Learn how to build a trusting relationship with clients.
- Identify your clients’ money scripts and the financial disorders they cause.
- Explore the latest research used in facilitating change in individuals.
- Understand the integrated financial planning process.
Join the Equity Trust Financial Network for CPAs, attorneys and financial professionals to get more details and sign-up for this exclusive webinar.
Build your business and establish yourself as a self-directed IRA and retirement plan expert when you access our educational programming and resources. Our Professional Financial Network and Online Resource Center puts you in touch with like-minded professionals.
Equity Trust Professional Network