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Evaluation

Breakout Session

Educational Breakout Sessions | Block 4

Communicate with Clients in Times of Stress, Uncertainty, and Loss

Thursday, September 28, 2023
9:45 AM – 10:45 AM MST
Location: PCC: North 122
CE: 1 CFP CE Credit(s)
CE Available
Complexity Level: Overview
Session Description: In times of stress, uncertainty, and loss, clients look to you for understanding, support, and answers. You need more than financial smarts! Get the education to understand your clients' emotional experience and skills to communicate in ways they need. Learn about coping skills for your own stress and that of your clients. Use these strategies now and into the future, since they apply to all the difficult times of life. Gain skills that make a difference for everyone you work with, serve, or care about in this enlightening, educational, and universally practical session.

Learning Objectives:

  • Understand six types of loss/change that trigger emotional reactions, how each is currently in play in clients' lives, and how naming these for clients is beneficial to the relationship.
  • Learn tested principles and questions that help you communicate with clients when they are emotional from stress, uncertainty, or loss.
  • Develop effective strategies for self-care during times of stress, uncertainty, and loss that you can recommend to clients and use yourself.