The Human Side of Money 51: The Financial Therapy Skills & Techniques Every Financial Advisor Needs with Dr. Kristy Archuleta
Most trainings, certifications, and designations financial advisors receive fail to teach the difference between crunching numbers and working with emotional human beings on the emotionally charged topic of money.
Working with human beings requires a completely different skill set centered on building trust, uncovering values and emotions around money, and changing behavior.
A skill set that sits at the core of financial therapy.
And, fortunately, Dr. Kristy Archuleta is the foremost authority on bridging the gap between financial therapy skills and financial planning.
Here’s what you’ll learn:
- The “No Advice” rule she teaches for every first meeting
- The invisible cues that influence conversations with prospects and clients
- The #1 thing you can do to positively affect a meeting that NOBODY actually does
- The correlation between the quality of relationships with clients and the outcomes they achieve
- The most influential tool an advisor has to help clients change their behavior
- And way more!
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