Communicating With Clients Under Stress by Brad Baumann, CFP®

Challenging clients, and clients challenged by a life transition
or stress, can be tough to communicate with making progress and effective outcomes elusive. Simple tools used effectively can make all the difference.

Developed for use with clients under significant stress, our "Communications Preferences" tool is effective for all clients, even if their just a little uncomfortable or unaccustomed to talking about money or other important matters.

We look forward to the possibility of working with you. Please contact us if you have any questions.

http://www.ccmiplan.com

Category:

People & Blogs

Tags:

• divorce
• Sudden
• Money
• widow
• death
• spouse
• financial
• advice
• planning
• advisor
• brad
• baumann
• alan
• ungar
• critical
• capital
• management
• cash
• inheritance
• win
• lottery
• sell
• company
• plan
• planner
• educational
• finances
• cfp
• certified