Webcast: Working Effectively with Clients in Emotional Situations

Recording | Presentation material

When you are faced with an emotional client – whether it’s anger, sadness, or otherwise – equipping yourself with techniques to effectively work through the situation can create a deeper and more meaningful client relationship. In this webcast, CPA financial planners Jean-Luc Bourdon and Ted Sarenski, will share tools, techniques, and resources to help you work effectively with clients. You will learn:

  • Effective listening techniques
  • Checking your emotional reaction
  • Helping clients move through their emotions so you can work together effectively
  • Tips to build rapport and empathy