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AICPA 2021 Personal Financial Planning Summit


PFPS2103 - Lessons from Guiding Blind Athletes


Jan 25, 2021 2:45pm ‐ Jan 25, 2021 3:35pm

Description

In her TED-Talk style presentation, Caroline Gaynor discusses her experience as a guide for blind triathletes and draws parallels between the guide/athlete relationship and the relationship between financial advisors and their clients. Advisors help clients achieve their goals by acting as a trusted voice through stressful life changes and unexpected market turmoil, just as guides keep their athletes focused on the finish line in every race.

Learning Objectives:
  • Learn how to communicate effectively with clients.
  • Learn how to communicate the importance of staying invested in the market.

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