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How to Counsel Clients without Shaming them?
Dr. Chien will interview Dr. Ekta Kumar on "How to Counsel Clients without Shaming them?" on November 3, 2020, at 3:00 pm PST.

Many of us were taught not to talk about money when growing up. But, the more we make, the more we need to seek help in accumulating wealth. So we can achieve financial independence in life. In this session, we will discuss the following questions:

What is shaming?
How do we know we unintentionally shaming our clients?
How to encourage clients to talk but not shaming them?
What could financial planning professionals do to avoid shaming their clients?

Nov 3, 2020 03:00 PM in Pacific Time (US and Canada)

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