Working Effectively with Emotional Clients (Wednesday, August 16 at 1:00 PM ET) |
Webcast Description:
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When you are faced with an emotional client – whether it’s anger, sadness, or otherwise – equipping yourself with techniques to effectively work through the situation can create a deeper and more meaningful client relationship. In this webcast, CPA financial planners Jean-Luc Bourdon and Ted Sarenski, will share tools, techniques, and resources to help you work effectively with clients. You will learn:
- Effective listening techniques
- Checking your emotional reaction
- Helping clients move through their emotions so you can work together effectively
- Tips to build rapport and empathy
**This webcast does not offer CPE credit**
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