Creating Stability in Uncertainty & Re-engaging Existing Client Relationships

1.0 CE accepted by the CFP Board

Live attendance for the duration of the webinar is required to earn 1.0 CE CFP credit.

About the Webinar

The world has changed – and so have your clients. A simple search of “values and the pandemic” will reveal a profound shift in how people view life, their finances, and their futures. As daily news continues to accelerate this change, it’s clear that understanding the evolving values and priorities of your clients is more important than ever.

In this insightful webinar, Money Quotient President Amy N. Mullen, CFP® will dive into the results of Money Quotient’s latest research, “Developing & Maintaining Client Relationships in a Rapidly Changing Environment.” Despite financial advisors’ confidence in their client relationships, the research shows a significant gap between what advisors believe they understand about their clients and what clients actually feel. Many clients no longer believe their financial planners grasp their personal values, goals, and priorities.

Join Amy for a deep dive into how this “perspective gap” is impacting financial planning relationships—and discover practical strategies for re-engaging your clients. You’ll learn how to initiate a “Goal Reset” meeting that fosters trust, re-establishes a sense of stability, and strengthens the planner-client relationship in these unpredictable times.

Learning Objectives:

  • Understand the Perspective Gap: Decode recent research to grasp how global events have shifted client values and how this impacts the advisor-client relationship.
  • Refine Communication Techniques: Discover key communication strategies to help clients reflect on and articulate the new lessons and perspectives they’ve gained through recent world events.
  • Refresh Financial Plans: Learn how to apply visioning and goal-setting techniques to guide clients in resetting their goals and adjusting their plans for the future.

If you’re ready to strengthen your client relationships and create lasting stability amidst ongoing change, this webinar is for you!

Registration Fee

This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $50 fee for Others