Delivering a virtual seminar

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A Senior Financial Planner is delivering a virtual seminar, to which s/he has invited existing clients. Consider how the financial planner might employ their interpersonal skills to respond to some tough questions.

A 45 year old client asks; "I can't help but think that the Pandemic, like the Great Depression, will affect everyone's approach to their finances. I'm especially concerned about my Millennial children's financial future. How can I help them build a solid foundation?" Describe 3 strategies and how you would convince a client to utilize them.

Please elaborate the answer if possible. and reference the source. Thanks a lot.

Reference no: EM133118345

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