Play Video

Anxious and Stressed: Helping Clients to Manage Emotion and Behavior

Learn techniques to manage money-related anxiety and stress exhibited by clients and when it is appropriate to make a referral.
Picture of Kristy Archuleta

Kristy Archuleta

Want to take this course?

Begin your financial journey and join Pro-Hub

Our experts have spent years learning about financial information that can benefit you the most. We want your learning experience to be as lucrative as possible so click join now, and reap the benefits of all our instructors experiences.

Current Status
Not Enrolled
Price
$39.00
Get Started

You’ve heard others speak about their research. Now you can hear from the experts themselves. In this presentation, Drs. Kristy Archuleta and John Grable will discuss how a client’s anxiety and stress about money can weaken the client-financial planner relationship. You will also learn techniques to better manage money-related anxiety and stress exhibited by clients as a way to move clients toward plan implementation. You will learn when it may be appropriate to make a professional referral. 

Learning Objectives:

  1. Distinguish between anxiety and stress and why these concepts matter in the financial planning process. 
  2. Learn tools and techniques to help clients work through challenges associated with money-related anxiety and stress as a way to help them meet their financial planning goals.
  3. Determine when to utilize models of collaboration to benefit clients and financial planning outcomes.

Other Courses

Add Your Heading Text Here

Testimonials

Add Your Heading Text Here

Senior African American Man Using Laptop To Check Finances At Home
finance
Working on their finance together betters their finance
Portrait of confident african american female advisor at office

Pro-Hub

Pro-Hub Membership for financial professionals offers exclusive access to expert-led classes, cutting-edge insights, and unparalleled courses. Elevate your skills, stay ahead in the dynamic financial landscape, and gain a competitive edge for success in your career.