#213 - Difficult Conversations

Wicked Pissah Podcast

المحتوى المقدم من Financial Planning Association of New England and FPA NE. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Financial Planning Association of New England and FPA NE أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

3M ago 59:17

MP3•منزل الحلقة

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/

https://www.linkedin.com/in/kathleenkenealy/

https://www.linkedin.com/in/bradleyonair/

https://www.linkedin.com/in/elizabethmgarvey/

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#MBA #Trading #Business #Financialplanningassociation #Fpama #Financial Planning Association Of New England #FPA NE #Financialadvisor #Investmentadvisor