10 results found

Working with clients takes more than just modelling financial outcomes. Better results are gained when investment advisers really understand their clients and truly connect with them. This workshop provides training in key counselling techniques and skills such as: reflective listening; managing resistance; and, empathic responding. You will learn how to apply counselling skills, incorporating a range of typical examples (e.g. dealing with grief, managing redundancy and planning for retirement), how to manage resistance and motivate clients using counselling skills and professional ethics during the interviewing process.

Individuals live as part of a broader system of interconnected networks and relationships. There are advantages - for you and for them - in thinking about the client as part of a family dynamic.

Joanne Earl | 1.00 CE

Government incentives may help to encourage downsizing but the decision itself may not be purely financial as recent research reveals.

Joanne Earl | 0.50 CE

Can clients easily change their behaviour? The theory of planned behaviour can help to promote real change and convert intentions into outcomes.

Joanne Earl | 1.00 CE

Can clients easily change their behaviour? The theory of planned behaviour can help to promote real change and convert intentions into outcomes.

Joanne Earl | 1.00 CE

It's a sad fact that not everyone adjusts well to retirement. It's estimated that about one third of retirees have problems adapting after leaving full time work. So why do some people fail to adapt? A Dynamic Resource Model provides a potential solution.

Joanne Earl | 2 comments | 1.00 CE

It's a sad fact that not everyone adjusts well to retirement. It's estimated that about one third of retirees have problems adapting after leaving full time work. So why do some people fail to adapt? A Dynamic Resource Model provides a potential solution.

Joanne Earl | 1.00 CE

Cognitive functioning declines as we age, affecting financial decision making. Practitioners need an increased awareness about issues relating to aging and cognitive decline.

Joanne Earl | 0.50 CE

By understanding our own Time Perspective and learning to recognise different Time Perspectives in others, we can better understand and influence retirement planning behaviour.

Joanne Earl | 0.75 CE

Have you ever wondered about why some people plan for retirement and other people don’t? Whether people focus on the past, the present or the future - their Time Perspective - influences their retirement planning behaviour.

Joanne Earl | 1.00 CE