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Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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#213 - Difficult Conversations

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Manage episode 433973183 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than others. We discuss challenging financial planning conversations with clients, employees/employers, or other professionals. Perhaps you can relate, or will gain insights from our panel’s experiences. Listen as we compare notes and share insights for how to deal with these Difficult Conversations on this episode of the Wicked Pissah Podcast.

https://www.linkedin.com/in/j-christopher-boyd-b932169/

https://www.linkedin.com/in/kathleenkenealy/

https://www.linkedin.com/in/bradleyonair/

https://www.linkedin.com/in/elizabethmgarvey/
  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 433973183 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than others. We discuss challenging financial planning conversations with clients, employees/employers, or other professionals. Perhaps you can relate, or will gain insights from our panel’s experiences. Listen as we compare notes and share insights for how to deal with these Difficult Conversations on this episode of the Wicked Pissah Podcast.

https://www.linkedin.com/in/j-christopher-boyd-b932169/

https://www.linkedin.com/in/kathleenkenealy/

https://www.linkedin.com/in/bradleyonair/

https://www.linkedin.com/in/elizabethmgarvey/
  continue reading

150 episodes

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