Working with emotion: helping clients navigate emotionally charged moments
Client Centred Advisers
The Human Dimension of Financial Planning 2
Emotion is an unavoidable part of financial planning, particularly around life events and market uncertainty. Financial advisers are rarely trained to work effectively with emotion and often default to logic or reassurance.
This session explores the emotional reality of client conversations and introduces a practical way to support clearer thinking in emotionally charged situations, leading to calmer conversations and better decisions.
Learning objectives
- Recognise how emotion influences client behaviour and decisions
- Understand why trying to fix emotion is often ineffective
- Learn how three principles reframe emotional conversations
- Support client clarity without becoming a therapist.
Check out all the webinars in this series
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Resilient advisers, better outcomes: showing up calm, confident and focused
Financial planning places sustained emotional and professional demands on financial advisers. Over time, pressure from regulation, markets and client situations can erode clarity and presence.Learn More
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From transactional to transformational: redefining the adviser–client relationship
Most financial planning is built around a transactional model that is technically strong but often bypasses the deeper human factors that shape trust, engagement and client behaviour.Learn More
