Term
| List 3 financial counseling forms: Chap 1 |
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Definition
1) Remedial2) Productive 3) Preventative |
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Term
| Define Remedial Financial Counseling Chap 1 pg 4 |
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Definition
| Used when a client experiences a state of financial, emotional, or personal discomfort. |
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Term
| Define Productive Financial Counseling (Ch1 pg 5) |
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Definition
| Clients are financially stable but want to find ways to use their resources more beneficially. |
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Term
| Define Preventative Financial Counseling (Ch1 pg 6) |
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Definition
Aspects of remedial and productive counseling. Used when a client sees a need for productive use of resources to prevent remedial counseling. |
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Term
| Deal with resistance - 4 ways |
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Definition
1) Tentative qualifier (sometimes, often, etc. Opposite of absolute. Absolutes create resistance)
2) Dilemma Questions - Appear to give a choice
3) Psychology - You don't have to talk to me
4) Logical Connections - And, when, as, might. Connect two thoughts "when at work, you might think of financial goals." |
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Term
| 4 Dimensions of Listening |
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Definition
1) Attend2) Assign meaning3) Categorize 4) Remember |
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Term
| 4 Rules for listening: Pg 81 |
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Definition
1) Respond to main idea2) Respond to emotional message3) Remember significant details4) Make justifiable inferences (make sense of the information given) |
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Term
| 2 Forms of Active Listening pg 89 |
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Definition
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Term
| 4 Exploring Tactics chap 5 pg 111 |
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Definition
1) Selective pacing - gather information and explore
2) Imperative statements - Clarify meaning, encourage client participation, obtain additional info
3) Declarative leads- Encourage clients to elaborate (I wonder, I'm curious…)
4) Questions - yes/no, multiple choice, dilemma, level 1 (who, what, when about facts), level 2 ( who, what, when about feelings) |
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