Managing Clients Through Crisis

Managing Clients Through Crisis
10 Apr 2020 by Brooke Morimoto

More than half of advisors we’ve surveyed have reported struggling to calm clients during this crisis. When faced with stressful situations, some clients will act irrationally. Listen to this recorded webinar with experts from DNA Behavior discuss different client behavioral styles and how you can handle each one. Walk away from this session with a cheat sheet on how to identify potential reactions, navigate concerns, and mitigate stress.