Understanding and Responding to Fight/Flight/Freeze in Client Appointments

When:  Jul 30, 2025 from 12:00 to 13:00 (ET)

The July 2025 Applied Behavioral Economics Knowledge Circle will be held on Wednesday, July 30th at 12 pm ET.

Guest speaker DonJay Rice will be presenting, "Understanding and Responding to Fight/Flight/Freeze in Client Appointments."

During this Knowledge Circle DonJay will discuss:

  • What we normally think of in the situation of fight/flight/freeze
  • How fight/flight/freeze is healthy and natural
  • Why does it show up in Financial Advisor appointments with clients
  • What to do and what not to do when encountering fight/flight/freeze in client appointments.

    DonJay Rice, FBS®, is a Financial Behavior Coach specializing in guiding individuals through the complex interplay of money, grief, and trauma. Drawing from personal experiences, he offers empathetic support to those whose financial behaviors are influenced by past hardships. Beyond individual coaching, DonJay collaborates with financial advisors and attorneys, equipping them to better assist clients facing emotional and financial challenges. His approach emphasizes understanding one's "money story" to foster healthier financial relationships. Through storytelling and behavioral insights, DonJay empowers clients to navigate their financial journeys with clarity and compassion.

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