IDFA Online Learning
Shaping Change: How to Help Clients Actively Shape Live During and After Divorce
Recorded On: 10/09/2020
You and your clients do not have to settle for common. You can help them use stress to enhance their capacity and in turn, yours. The process for shaping change is not magic or medication, it is based on science and the real-life reality that each client is an individual. Divorce will still be a tough life event for most clients, but you can create an easier, less tense, experience for clients to make their best choices and shape the post-divorce life they want.
Take-aways from this session:
1. New view of the human side of change especially when faced with a loss.
2. Three habits that elevate your human skills resulting in deeper personal connections, as well as more efficient meetings and decisions.
3. Three tools to enhance client’s confidence, attention span and ability to see a wide range of possibilities.
Approved for one (1) hour of CDFA Continuing Education credit.
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.