Reducing Client Stress During Election Season Using Communication Tailored To Their Personality Type

Election season can represent a stressful time for many clients, leading to an uptick in emotional responses, such as anger, anxiousness, or worry. Advisors often must address these feelings to help clients progress with their financial goals and objectives productively. By understanding personality types using frameworks such as DiSC [(D)ominance, (i)nfluence, (S)teadiness and (C)onscientiousness], advisors can anticipate which scenarios are most likely to trigger a particular client’s’ stress response, and how to effectively communicate with them in a way that is most likely to calm anxiousness and reduce anger. In this webinar, Barbara Kay explains how advisors can quickly assess their client’s personality types and how to connect with and calm clients based on their unique needs. Barbara explains the scenarios that may cause clients stress and provides context around how stress can present itself depending on their personality type.

Advisors will learn how to:
- Understand how the Big 5 personality types relate to DiSC styles
- Identity DiSC styles, both personally and among clients
- How to adapt and effectively connect with clients
- Identify which triggers and biases may impact clients
- Apply financial counseling techniques to communicate effectively when a client is experiencing emotional upheaval

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.