학술논문
Mastering Emotional Client Conversations as a Financial Planner: Money is more than just numbers, and understanding its significance in clients' lives is key to building enduring relationships.
Document Type
Article
Author
Source
Subject
*Financial planners
*Financial literacy
*Life insurance
Emotions
Counseling in higher education
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Language
ISSN
1040-3981
Abstract
The article focuses on mastering emotional client conversations as a financial planner. Topics include cultivating trust through authenticity and showing compassion through empathetic listening, empowering clients through education, and embodying calm in the face of chaos and delivering difficult news gracefully.