Advising Clients Under Stress: Tailor your communication skills to best serve clients in crisis

Sooner or later during the client-planner relationship, some clients will need long-term services and support because of a cognitive or physical health condition. Such a period of care is often very stressful for clients and their families; that stress can impede planning and the ability to make good decisions.

Financial planners can tailor their communication skills for clients who are experiencing a period of care—either as a patient or as a caregiver—and take additional proactive steps to effectively advise clients under stress.

To continue reading this article on the Journal of Financial Planning, click here.

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