MoneyGuidePro Continuing Education Session
Session Title: Measuring and Managing Stress in the Financial Planning Process
Session Description: Using general principles of financial planning, the goal of advisors is to render the best advice possible to their clients. But how you interact with your clients and the levels of stress they experience can vary widely when meeting in person or virtually. Groundbreaking biometric research will challenge the way you think about client interaction and will help illustrate the substantial need for human advisors in the financial advice and planning process. This engaging session will include findings on how gender and age drive stress levels during the planning process, as well as five things advisors can do to improve the client planning experience.