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A Senior Financial Planner is delivering a virtual seminar, to which s/he has invited existing clients. Consider how the financial planner might employ their interpersonal
- A Senior Financial Planner is delivering a virtual seminar, to which s/he has invited existing clients. Consider how the financial planner might employ their interpersonal skills to respond to some tough questions.
- An agitated 40 year old client asks; "I've read various articles about what to expect in the post-Pandemic world; there will be high inflation, housing prices will collapse, and taxes will rise significantly due to all the government debt we've incurred. What does this mean for my financial future? It sounds scary."
- (please Describe 3 points to help assure the client and the Interpersonal skills required to communicate.( Hint: Rise above the emotion and focus on financial planning principles that, when practiced with discipline, will help the client achieve their financial goals).
- please elaborte the answer if possible. Thank you so much.
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