Do you ever consider how money should create occasional joy for your clients? Or do you see your job as merely providing a guide map to retirement?

As advisors help counsel clients on how money can positively affect their overall well-being, they need to learn how to improve in their role as “financial therapists.” On this Elementality, Reese welcomes a real financial therapist, Dr. Meghaan Lurtz, who examines why it may be time you learn how to bring more financial happiness to your clients.