Life events or market volatility can disrupt a client’s sense of financial security. When you understand clients' specific coping styles, you can adjust your approach to help them manage uncomfortable emotions, increase their personal control and chase positivity.

Prefer to save for later?  

  SHARE BY EMAIL

Two common client coping styles

or

Checkmark Icon

Bottom Line

By becoming a source of strength, not a silent partner, you can help dragons and ostriches cope with financial uncertainty, reinforce resilience in your clients and ensure an ongoing productive relationship with them.

RELATED READING

 

What's next?

If you're interested in digging deeper into this topic, you can go to the next resource. If not, we recommend continuing to the next subtopic.