Flip the Switch - Go from Difficult Clients to Clients with Difficulties

4.75 (4 votes)

Recorded On: 09/20/2023


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You already know that divorce can be one of life’s most stressful events.  Even with your specialized training and experience your excellent advice and guidance may not be taken. You can be compliance perfect and still have a client who ends up living with the consequences of their poor choices.

This session offers a new view and a new approach to guiding clients through their four stages of divorce transitions. How to help them pause, get a broad balcony view of their circumstances and choices, and find their more graceful and clear-thinking selves.

Divorce is usually a long process, knowing how to take breaks for a balcony view may restore perspective, energy, and long-term thinking may help you and your clients thrive even during tough times. The subtleties inherent in the transit from one way of life to another are easily missed when we focus only on formal processes designed for technical requirements and efficiency.
It is possible to add another way of working with divorcing clients that compliments and informs the technical side.

Approved for One (1) hour of CDFA and CFP CE Credit.

Please note that the conference is live and in-person in Dallas, TX. All schedules shown in the conference agenda are in central standard, and you may access the agenda document via the "handouts" tab of your conference package registration. Please contact the Fairmont Dallas at 214-720-5315 to book a stay for the conference.

Susan Bradley

CFP®, CeFT®

Susan is the founder of the Sudden Money® Institute, which develops processes and tools for the personal side of money and for clients going through transitions. The group created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan speaks frequently in the US as well as internationally, and is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000). Susan has served as a member of the FPA’s National Board of Directors, as well as on the National Football League’s Players Association's Financial Education Advisory Board.

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CE Credits and Certificate: Live
1.00 CDFA and CFP CE credit  |  Certificate available
1.00 CDFA and CFP CE credit  |  Certificate available
You must register to access.
Flip the Switch - Go from Difficult Clients to Clients with Difficulties
Recorded 09/20/2023  |  69 minutes
Recorded 09/20/2023  |  69 minutes You already know that divorce can be one of life’s most stressful events. Even with your specialized training and experience your excellent advice and guidance may not be taken. You can be compliance perfect and still have a client who ends up living with the consequences of their poor choices. This session offers a new view and a new approach to guiding clients through their four stages of divorce transitions. How to help them pause, get a broad balcony view of their circumstances and choices, and find their more graceful and clear-thinking selves. Divorce is usually a long process, knowing how to take breaks for a balcony view may restore perspective, energy, and long-term thinking may help you and your clients thrive even during tough times. The subtleties inherent in the transit from one way of life to another are easily missed when we focus only on formal processes designed for technical requirements and efficiency. It is possible to add another way of working with divorcing clients that compliments and informs the technical side.
You must register to access.
CE Credits and Certificate: Recording
1.00 CDFA CE credit  |  Certificate available
1.00 CDFA CE credit  |  Certificate available
You must register to access.