Making you Crisis-Ready
 like never before!

Learn How to Strengthen Client Relationships when Emotions are High

Financial Planners have a duty of loyalty and care towards their clients to thrive and survive in the competitive financial services marketplace. Business is based on making a positive difference and building long-term relationships. The time is now to sharpen your life-skills like never before by learning frontline crisis-ready techniques, valuable strategies and using tools to immediately support your clients effectively when a death or other loss occurs. This interactive foundation session will step you moving forward to learn how to enhance your client conversation and meeting strategies, conflict resolution, problem solving, and what to say and do and what not to, in prosperous and challenging times.

Why risk failed relationships, damaged reputations, loss of business, or your job, or a client?

How CrisisREADY© are you to react? How sharp are your life-skills? What action plans do you have ready?

Don’t take a back seat – take charge. Know before a crisis happens what to do, say or not do, with understanding, skill, confidence, and compassion.

This upbeat, positive course will engage and inspire you to be a sensitive and strategic on-the-spot communicator and problem-solver in the worst situations. Learn how to be confident when faced with the most uncomfortable and unexpected situations, giving you and your organization rare tools that allow you to build powerful, stand-out relationships with staff, clients and members making you CrisisREADY.

  • Diffuse high-stress, emotional situations using techniques trusted by certified trauma treatment specialists during some of the most devastating crises of our lifetimes.

  • Redefine your approach to strategic crisis business planning to include the human component of topics seldom taught to workers/entrepreneur’s who are not emergency responders. Provide emotional first-aid for safety and mental wellbeing, for the individuals who contribute to your business success, before, during and after.

  • Have courageous conversations without fear and anxiety, no matter what level of crisis comes to work – before, during and after.

  • Provide meaningful experiences for clients and staff that are truly above and beyond the norm – contributing to your business' long-term success and more.

Being CrisisREADY is about unlocking human potential and maximizing strengths when working with extreme out of the ordinary life interruptions.

It is enhancing awareness of self through supportive learning versus teaching how to do something, or just fix it. Each one of us has different life experiences, learning needs and communication styles that respectively need to be acknowledged individually as opposed to a group as a whole, in order to make the learning have a positive outcome in real-life situations.

When a crisis happens, every individual is unique.

In this course, you will:
  • Understand what crisis is and is not, death, grief, and loss from a frontline perspective
  • Gain valuable life skills to apply in your personal and professional life
  • Have the tools to cultivate richer client relationships and referrals
  • Understand how “not to” get caught up in your clients pain

    • Become a CrisisREADY Leader!

    Discover your potential, starting today!

    Upon completion of this course, you will:

  • Complete a quiz
  • Receive a workbook
  • Receive a certificate
  • Receive 2 CE credits
    • Enroll today

    Course curriculum

      1. Introduction

      2. Navigating tomorrow together

      3. You Are Their guiding Light

      4. 3 Specific Aims

      5. Tasks For Today

      6. My Story

      7. Greater Success by Managing Life’s Toughest Moments

      1. Issues for Leaders

      2. Understanding Basic “HUMAN” Framework

      3. Risk Assessment

      4. Life Interruptions

      5. The Power of Perception

      6. Your Personal Effectiveness

      1. Perception is Reality, Or is it?

      2. Perception

      3. Perception of Risk

      4. Henry Ford

      5. Perception and Basic Human Framework

      6. Rules of Conversation

      7. Understanding Crisis

      8. Perception: Understanding Others

      9. Definitions of Crisis and Trauma

      10. Perception Continued

      11. Characteristics of Crisis

      1. Emotional Turmoil

      2. People Issues

      3. Memory Flashbacks

      4. Richard's Story

      5. Crisis Ready Leadership Quiz

    About this course

    • $129.00
    • 29 lessons
    • 1.5 hours of video content

    Your Instructor

    Laurie Martin, CTTS, EPC

    Laurie M. Martin, CTTS, EPC and Author Laurie Martin is a well-respected innovator with an impressive background and a welcoming style. She is a certified trauma treatment specialist, elder planning counselor, grief counselor, international speaker, author, and crisis advisor. Laurie was a founder of a ground breaking program for risk management at one of North America’s largest insurance companies and is one of the industry’s finest frontline crisis experts. Her talent continues to take her to international destinations teaching the best innovative practices for advisors to be CrisisREADY©! She has worked with fortune 500 companies, including, Million Dollar Round Table, and several top financial and insurance organizations. Laurie brings thousands of hours of frontline experience and has written over 350 published articles. Her sessions are relevant, thought-provoking, fast paced, interactive, with no holding back. Laurie shares true stories, focusing on people and situational strategies – the art of being human. She will have you thinking and preparing yourself differently when a challenge faces your client. You will have tools and best strategies for being CrisisREADY©. Advisors call her upfront and real!

    All programs are accredited by The Institute.

    For more information or if you are looking for a speaker for an upcoming event, contact Laurie through her website at lifeinterrupted.ca