With the spread of COVID-19, double digit losses in the stock market and social distancing, we are in a unique and tumultuous period of time in our history. The anxiety that you feel is also being felt by your clients. Whether this is a young person or couple who were looking to save up and buy their first home or empty nesters with an eye towards retirement, the volatility in the world and in the markets can be very stressful.

1. What kind of messaging should you provide to clients to assist them in getting through uncertain times?
2. What kind of techniques that you have learned in class could you utilize to help with their concerns?
3. What are examples of similar circumstances that you could use to help your clients understand the situation and potential outcomes?
4. What are leading experts saying?
5. How are you going to build that relationship, be a calming presence and bring your client through the storm?

Ultimately, this discussion board is more about working with and managing people.

Techniques are as follows:

Setting Up: Establish appropriate setting (in person, phone call, ZOOM meeting, in public, in private, etc.)(P) - Perception: Check on their understanding(I) - Invitation: Understand how much detail is important(K) - Knowledge: Be prepared and know all of the facts in the case(E ) - Emotions with Empathy: Allow room for person to respond, be empathetic (honest and genuine)(S) - Strategy or Summary: Establish next steps - are there other options? Can you assist further or help point in another direction?