Mentors Help New Planners With Traumatized Clients

Financial Advisor

Sandi Bragar is featured in Financial Advisor Magazine’s article on the Financial Planning Association’s residency program, which teaches advisors how to best listen and respond to clients who are in the midst of a life-changing event, such as the loss of a spouse. The program brings together a small group of senior planners and newcomers to participate in role-playing exercises that mimic real-life experiences.