Date/Time: October 6, 2011 (2-3 pm EDT)
Presented by: Dennis Jaffe, Ph.D.
Educational Track: Technical Knowledge
CFP Board CE Credit: 1 (pending acceptance)
Career Level: Mid/Intermediate, Late/Advanced
FPA Competencies: Relationship Skills, Communication Skills
CFP Board Topic List: Client Trust and Communication
Please Note: Registration for this event will end 15 minutes prior to the start. Entering the session late may cause problems with earning your CE credit. Seating is limited, so please register early.
Type of Event
Streaming: Audio and visual presentation through your computer.
About the Program:
Overview of five key skills for learning about clients and opening up sensitive areas safely and productively: discovery-focused interviewing, communicating clearly about the process of advising, speaking the client's language, listening actively and passively, and managing yourself. These skills are premised on the belief that relationships with clients must delve not only into financial areas but also the emotional perspectives of clients and their families.
You Will Learn About:
• Components of Effective Communication
• Discovery-Focused Interviewing
• Communicating Clearly about the Process of Advising
• Speaking the Client's Language
• Listening Well, Actively and Passively
• Managing Yourself
Can't Miss Takeaway:
How to engage a client in a process of discovery that opens up connections between their personal life, family and financial concerns.
Who Should Attend
Planners who have some experience and want to work with more complex, affluent and higher end families who want more connection between financial issues and concerns about family issues, inheritance and succession.
Dr. Jaffe is professor of organizational systems and psychology at Saybrook University in San Francisco, and an advisor to families about family business, governance, wealth and philanthropy. He is author of Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations, Working With the Ones You Love: Building a Successful Family Business, Working With Family Businesses: A Guide for Professional Advisors, as well as management books Rekindling Commitment, Getting Your Organization to Change and Take this Work and Love It, and more than a hundred management and psychology articles. In 2005 he was awarded the Beckhard Award for service to the field from the Family Firm Institute. He received his BA degree in Philosophy, MA in Management, and Ph.D. in sociology, all from Yale University, and is a licensed psychologist.
Many articles available on my website: www.dennisjaffe.com
Stewardship of Your Family Enterprise: Developing Effective Family Leadership Across Generations. Pioneer Press, 2010.
Working With Family Dynamics: Becoming and Effective Family Advisor.
Sponsored by Northwood University, Dallas TX, November 6-8, 2011.