Understanding and Responding to Fight/Flight/Freeze in Client Appointments

Product not yet rated

Includes a Live Web Event on 07/30/2025 at 10:00 AM (MDT)

Brought to you by the Applied Behavioral Economics Knowledge Cirlce: This presentation will discuss:

  • What we normally think of in the situation of fight/flight/freeze
  • How fight/flight/freeze is healthy and natural
  • Why does it show up in Financial Advisor appointments with clients
  • What to do and what not to do when encountering fight/flight/freeze in client appointments

Competency Level: Interpersonal Impact
FPA Competency: Fiundational
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

Key:

Complete
Failed
Available
Locked
Understanding and Responding to Fight/Flight/Freeze in Client Appointments
07/30/2025 at 10:00 AM (MDT)  |  60 minutes
07/30/2025 at 10:00 AM (MDT)  |  60 minutes Brought to you by the Applied Behavioral Economics Knowledge Cirlce: This presentation will discuss: What we normally think of in the situation of fight/flight/freeze How fight/flight/freeze is healthy and natural Why does it show up in Financial Advisor appointments with clients What to do and what not to do when encountering fight/flight/freeze in client appointments
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available