Establish a protocol for life transitions and times of crisis for your clients.
Here are five simple practices we can all do to protect ourselves from rising anxiety and social contagion.
Financial triage is for people whose fears are so heightened that they’re getting in the way of their own well-being.
Transitions require a different idea of what financial planning is.
It’s time for the financial services industry to learn about the human dynamics of financial change.
Focusing on the human aspects of financial planning empowers clients to work through transition successfully.
This final stage signifies the client has integrated the event into their life.
A successful passage ends with the client beginning to feel alive again.
You know ending is coming to a close when your client is ready to move forward with the plan they have co-created with you.
Having a playbook that you can share with your clients can help them better handle their next major life event.
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