Sign up to get updates from us
This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation...
This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than others. We discuss challenging financial planning conversations with clients, employees/employers, or other professionals. Perhaps you can relate, or will gain insights from our panel’s experiences. Listen as we compare notes and share insights for how to deal with these Difficult Conversations on this episode of the Wicked Pissah Podcast.
https://www.linkedin.com/in/j-christopher-boyd-b932169/
