Workshop #15 and #21: Prepare to Meet Thy Boom: Clients in Transition and Grief

Tuesday, April 30, 2013 -
2:30pm to 3:30pm

Session type:

You know how to handle money. But what do you say to a client experiencing death, divorce, or other painful transitions? If you learn to walk clients through the toughest times of their lives, you’ve got a client for life, along with their family and friends. This unique workshop is packed with skills that distinguish you in the field, offer genuine comfort, and build long-term trust and loyalty. In this session you will discover how to handle thinking and decision-making changes that occur with grief, gain skills that offer authentic support without intruding or offending a client, and learn commonly used phrases that you should not say and what to say instead.