Learn how to recognize signs of stress and how to shift the focus to strengths and opportunities creating forward momentum.
Client procrastination and follow-through are particularly challenging with difficult topics, such as tax planning. The prevalence of anxiety has been on the rise since the onset of the COVID pandemic (see the CDC Household Pulse Survey). This presentation will help client-facing professionals understand how stress can be tracked from a more objective measure than simply asking clients how they are doing. Stress creates a myopic outlook and can induce procrastination in task completion. The live webinar also explains how to recognize signs of stress in yourself, which directly impacts the stress of your clients. Shifting the focus to strengths and opportunities creates moments of reduced stress and forward momentum. This workshop is informative for client work and also personal development.
Learning Objectives
- You will be able to define and measure physiological stress.
- You will be able to explain the role of stress in decision-making.
- You will be able to recognize signs of stress in yourself and your clients.
- You will be able to describe the systemic nature of stress and anxiety.
Agenda
Why Stress Matters
- Demonstrates Empathy and Conveys Compassion
- Stress Limits Decision-Making Capabilities
- Stress Transfers/Is Contagious
Define and Measure Physiological Stress
- Differentiate Stress and Anxiety
- Explain the Biological Nature of Stress
- The Rates of Stress and Anxiety Are High, Which Means You Will Encounter Stress and Anxiety Personally and/or Professionally
Money-Related Stressors
- Topics
- Gender Dynamics
- Age Trends
Stress Management
- You Don’t need to Be a Therapist to Communicate Therapeutically
- Examine Peer Influences
- Find the Smallest Possible Changes
- Value in Nature
Speakers
Sonya Lutter, Ph.D., CFP®, LMFT,
Texas Tech University - School of Financial Planning- Owner of Lutter Consulting and Director of Financial Health & Wellness at Texas Tech University - School of Financial Planning
- Practice emphasizes physiological stress, couples and money, family wealth dynamics, financial health and wellness/well-being
- Frequent keynote and invited speaker at events such as the CFP Board Academic Research Colloquium, NAPFA conference, Financial Planning Association, Financial Therapy Association, and InvestmentNews Women Adviser Summit, Association for Financial Counseling and Planning Education conference, and Financial Therapy Association
- Author of numerous trade and peer-reviewed publications on financial planning, behavioral finance, and the intersection of money with mental health, including articles in Barron’s, The New York Times, and InvestmentNews, and award-winning research papers in the Journal of Financial Planning
- Received numerous honors including Distinguished Alumni from Texas Tech University (2023), Mary L. Vanier Professorship at Kansas State University (2019-2021), Leader in Higher Education from St. Mary’s University (2018), and multiple awards for best theoretical research papers from the Financial Planning Association (2016, 2017)
- Ph.D. Degree in personal financial planning, Texas Tech University, Lubbock TX; M.S degree in marriage and family therapy, Kansas State University, Manhattan, KS; B.S. degree in personal financial planning, Kansas State University, Manhattan, KS
Who Should Attend
This live webinar is designed for accountants, CPAs, CFOs, tax managers, tax preparers, controllers, business owners and managers.
