Do you have clients that are overwhelmed with the current financial uncertainties, regardless of how much money or assets they may have? As a Daily Money Manager, you have clear preview into the sort of stress and anxiety that occurs in your client’s money lives. You may also have noticed that they have even exhibited negative financial behaviors based on these feelings of anxiety. This webinar will introduce the topic of financial anxieties and give tips, tools & strategies to assist you in helping your clients.
Learn how to identify when clients have created an unhealthy or unwanted pattern of financial dependence and identify the difference between typical & clinical anxiety. The presenter will discuss decision fatigue and emotional reactions that can occur when a client is anxious about their money. She will also touch on ways to help your clients reframe and learn new behaviors that may help reduce anxieties around their money
This session is eligible for 1 Credit hour to Ethics toward CDMM® recertification.
Intended Audience: Daily Money Managers who are currently struggling with the financial uncertainties of our current environment
Presenter: Jennifer Rayner
Jennifer Rayner is the founder of Mindfulness of Money, a financial well-being organization located in San Diego, CA. She is also President and CEO of Wealth Rescue Strategies, Inc., and an Accredited Investment Fiduciary (AIF), leveraging almost 25 years of financial industry experience. Her certification in Financial Social Work and her membership in the Financial Therapy Association give her a unique perspective as a financial advisor
Note: Registration is for one individual. Any other individuals who would like to view this session are required to complete their own registration forms.
Questions: Email AADMM Registration Office registration@aadmm.com.