FIRST AID for Clients in Emotional Crisis

Stolz, Richard F.
September 2008
Journal of Financial Planning;Sep2008, Vol. 21 Issue 9, p26
Academic Journal
The article discusses financial planners who have clients that are in emotional turmoil due to a crisis, examining different ways that such financial advisers can work with such people. Two central questions are examined in the article: how financial planners can of service to these shell-shocked people and even whether or not the financial planner has the temperament to handle the situation. Other topics include people who are undergoing a divorce and the impaired capacity of traumatized people to absorb information.


Related Articles

  • Advising White-Knuckled Clients. CONNOLLY, JIM // National Underwriter / Life & Health Financial Services;11/17/2008, Vol. 112 Issue 40, p52 

    The article reports on the impact of economic crisis on the owners of insurance plans. It cites that due to the deteriorating economic condition, clients have grown concerned with their insurance; thus, they are calling their financial advisors to seek advice. In this situation, advisors should...

  • LIFE IS A BANK. Black, Pamela J. // Bank Investment Consultant;Nov2008, Vol. 16 Issue 11, p18 

    The article discusses the impact of the U.S. economic crises to the perceptions of several clients to the bank, with regards to managing their wealth. It cites the views of financial analyst and financial executives on the opportunity brought in by the economic downturn for the financial...

  • Life Stories. KASS, ELLIOT // Onwallstreet.com;Mar2014, Vol. 24 Issue 3, p48 

    A personal narrative is presented which explores the author's experience of how she became financial planner and putting her clients' interests first.

  • Positive charge. Byrne, Tony // Money Marketing;1/10/2013, p21 

    The author comments on how the government's Retail Distribution Review (RDR) helps create better relationships between clients and independent financial advisers (IFA) in Great Britain.

  • Lessons Learned From the Economic Crisis.  // Journal of Financial Planning;Jan2010 Practice Management, p16 

    The article presents the results of a survey conducted by the Financial Planning Association regarding how financial planners adopt to the challenges of economic crises that hit the market since 2008 until 2009. It provides various charts and graphs regarding the efficiency of the planners in...

  • Building lasting client relationships.  // Money Management;8/4/2011, Vol. 25 Issue 29, p21 

    In this article the author describes the importance of a good client relationship manager in Australia. She mentions the study which shows that financial advisers see their client relationship as the key foundation of their value proposition. Moreover, she notes that through greater...

  • Minding Your 'Alpha-Bets' Gresham, Stephen D. // On Wall Street;Mar2005, Vol. 15 Issue 3, p70 

    Presents guidelines for financial advisors on adding value to services beyond their clients' expectations. Importance of the ability of advisors to proactively provide clients with good ideas; Suggestions on the creation of critical objectives for clients; Opportunities offered by the number of...

  • Young planners 'only see upside' with C & D clients. Stewart, Tim // Money Management;6/7/2012, Vol. 26 Issue 21, p4 

    The article reports that National Australia Bank Ltd.'s (NAB) financial planner banking national manager Daniel Lowinger has revealed the move of young financial planners to gather lists of clients with grades of C and D from established institutions and treat them as referral source in 2012.

  • Get smart. Be a planner!  // Money Management;6/7/2012, Vol. 26 Issue 21, p28 

    The article reports on a survey conducted by Macquarie Practice Consulting to financial advisers in Australia in 2012 which reveals the average number of clients that they can associate with and the relation of the size of their brains in the process.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics