Attention financial advisors: If there was ever a time to learn about what clients need during transitions, it’s now. We know how difficult it can be to work with clients who are going through major life events when there isn’t a worldwide crisis. Although this is an unprecedented time, our collective experience is a transition similar to those you deal with daily in your practice. It might be more complex and difficult, but it’s still a transition. We wrote the playbook for when life changes, and we want to show you how to use it so you can confidently, skillfully work with clients through everything life throws at them and their families.
If you or your family is interested in professional guidance during this time of great upheaval for all of us, and/or you are anticipating or experiencing a major life event such as retirement, divorce, or the sale of a business, please visit our parent company, SuddenMoney.com. Transitions can be difficult. We know that and we know how to provide relief, support, and expert guidance. If you’re ready to contact one of our Financial Transitionists, you can go directly to our Certified Financial Transitionist® Directory.
What Clients Need From You Right Now
In times of great disruption, we humans often struggle with emotions, anxiety, communication, decision-making, and self-care. This results in bad decisions that are sometimes irrevocable, mental and physical exhaustion, difficulty with relationships, and a general inability to make sense of what is happening. It also results in advisors getting fired.
Due to these real, human complications, these times require a different set of client-facing tools and protocols. They also require inner resources to be able to care for ourselves and those who rely on us.
Here’s what you can do, right now:
During times of uncertainty, you need the proper tools, mindset, and disposition to meet the circumstances. Our training will help you:
- Cultivate deep listening skills.
- Learn what it means to provide a safe space for your clients so they feel protected.
- Help clients and their families process their thoughts and feelings about this collective event as well as their individual life events.
- Guide clients through decision-making during heightened uncertainty.
- Develop a formalized self-care plan and show your clients how to create their own.
This is how you show up as a human being as well as an expert when your clients are most vulnerable.
The Financial Transitionist Institute is the training division of the Sudden Money Institute, the industry’s thought leaders in transitions. We’ve been at this for 20 years and we offer the industry’s first designation in transitions—the Certified Financial Transitionist® (CeFT®), as well as more bite-size trainings.