Stress and anxiety are through the roof right now, as we deal with the repercussions of a pandemic, increasing natural disasters, political turmoil social polarization, economic uncertainty, and a world shaken by war. This triggers immense grief and emotional upheaval for you and your clients.
You need to understand the psychological basis behind these emotional reactions, how to communicate with clients most effectively, and ways to help them make wise decisions. You also need to learn how to handle the losses and transitions yourself so you can maintain your professional role. Learn from a grief expert the skills you need to navigate through this difficult time and come out stronger on the other side.
To address this need, Amy developed two versions of a brand-new session, one for financial professionals and one for clients. There is understandable overlap between them, yet each one has aspects that are uniquely addressed to its particular audience.
Both versions can be delivered via webinar or in-person and contain the scientific basis
behind our responses, including the levels and triggers of grief involved. In addition:
For Financial Professionals
- Communication strategies, including some things not to say, when speaking with grieving clients
- Helpful documents you can encourage clients to complete
- An abbreviated range of coping skills for you and those you work with or care about
For Your Clients
- How to talk to children/grandchildren about what’s happening
- How to allow even difficult emotions and support each other through it
- A wide range of coping skills to incorporate at home
Is The Session Effective?
Absolutely, as proven by the immediate and enthusiastic responses that we receive from advisors.
Here's just a few examples, and you can contact us for many more:
Here's just a few examples, and you can contact us for many more:
"In the 30 years I've been doing this, it was one of the best value-add events I have ever been a part of and I mean it."
"The content was outstanding! All things I can use immediately to better understand and help my clients, my friends, and my family."
"Thank you so much for today! Words can't explain the impact this will have on those who attended!"
"I couldn't write my notes fast enough! I'm planning to buy her book and highly recommend her to others. Fantastic use of my time, glad I attended!"
"Amy was a very engaging speaker and gave some really applicable examples and made me think in new ways… The webinar exceeded my expectations."