#ceft training

https://www.financialtransitionist.com/blog/on-client-communication-preferences

https://www.financialtransitionist.com/blog/on-listening-and-respect

We here at the Sudden Money® Institute have been studying the personal side of money for over 15 years. Our original intention, following Susan Bradley’s Sudden Money®: Managing a Financial Windfall (Wiley 2000), was to figure out why dealing with clients-in-transition was frequently so frustrating for financial professionals and where the disconnect was. The answer was simple: though traditional financial planning provides a process for all situations, that process wasn’t designed to navigate the personal side of financial change, and it’s the personal side that drives decision-making. Continue Reading Here: https://www.financialtransitionist.com/blog/the-personal-side-drives-decision-making-now-what

What? Being Human Requires Training? Think about it. The mainstream discussion about the need for humans began–for most people–with the advent of the robo-advisor. The question that presented itself then was: Will robo-advisors make human advisors obsolete? Well, now that we know the answer to that is–no (hence the shift to terms like hybrid and bionic advisor). At least not now, and at least not for most people. Robo-advisors will have a place for years to come, for sure. There will be things they can do better and faster than any human, as the history of robotics has demonstrated. But at least for now, there is plenty that clients need from their financial advisors that only humans are able to provide. (One could also say that there are simply some things that clients don’t want to think that a non-human could excel at and that perception is and is going to be the real obstacle but that topic is for another time.) Keep Reading Here... https://www.financialtransitionist.com/blog/fas-being-human-requires-training

As you probably know, transitions drive your business. Clients leave when they don’t feel like their advisors understand what they are experiencing. They are looking for someone who knows how to meet uncertainty. They are looking for someone who knows how to listen–really listen. And they are looking for someone who appreciates their need for time to absorb, process, and integrate life events such as widowhood, retirement, divorce, and the sale of a business. Continue Reading Here... https://www.financialtransitionist.com/blog/your-transitions-expertise-matters