When Clients Have Money Anxiety

Do you have clients in the grips of money anxiety--especially in the face of market volatility?

Your goal is to help them make prudent financial choices.

However, please remember that many of your clients respond to financial losses as if they're being chased by the saber-toothed tiger. Their nervous systems are responding as if their life is threatened.

Managing money begins with managing the nervous system.

The nervous system is constantly answering one question: "Am I safe right now, or am I in danger?” When danger is detected, the nervous system prepares the body to fight, flee or freeze.  A toddler having a temper tantrum is in this dysregulated nervous system state.

Clients fighting for their lives make impulsive money choices that can erode years of hard wealth-building work. 

Just as you calm the tantrumming toddler, so, too, you can help your clients return to calm. Then they make better financial choices.

You can see how Dr. Vicki Rackner speak to doctors about this very topic by downloading a chapter from her upcoming book How Doctors Build True Wealth. Since this book is written for physician audiences, I use some technical medical language.

Plus, this podcast episode offers what-to-say-and-do tips to help you lead your clients back to calm. Click on the image below to listen to the podcast about how you can serve most effectively.