Reframing emotional clients

Online event
Tuesday, 27 April 2021
1:00 pm – 2:00 pm
    • Joanna Grandfield, Partner, Mills and Reeve
    • Marcie Shaoul, Director, Rolling Stone Coaching
  • Financial Services webinar

In this IIL financial services webinar, Joanna Grandfield and Marcie Shaoul will demonstrate ways in which to understand what stops emotional clients moving forward and how to enable professional advisors to move them forward so that the client is in a position to make clear, well thought out decisions about their finances.

If you are working with separating or bereaved clients to help them manage their finances, wealth, or insurance in circumstances where they cannot see beyond the emotion they are experiencing, it can be hard to make progress with them. This webinar, using a mixture of discussion, practical tools, and scenarios, will talk about some of those places where clients get stuck and look at tools with which to free them and move them forward.

By the end of this webinar members would have gained an insight into:

  • Identifying when clients are in fight, flight, freeze mode. Tell-tale signs and what to look for
  • Understanding how that will prevent them from moving forward
  • Understanding and identifying the impact of those behaviours on what they are trying to achieve with you
  • Being able to start unpicking and unblocking those behaviours using tools learned in the webinar

Places are limited (250) and will be allocated on a first come, first served basis.

This webinar will be hosted on Microsoft Teams. Please familiarise yourself with their T&Cs and Privacy Statement.

Venue
  • Online event

Booking information:

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.