Barbara Kay, MA, LPC, RCC, TIPC, President, Barbara Kay Coaching 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
- 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
