When financial advisors meet with clients, it’s easy to focus solely on the numbers and neglect the feelings they elicit.

It’s easy to focus on dollars at the expense of emotions. But every single client you work with has a relationship with money that extends beyond data, numbers, and dollar signs.

But, it becomes evident when you’re dealing with the retiree who simply won’t spend their money despite having more than they could ever need.

They need help blending the financial and emotional components of money. Fortunately, Bari Tessler is a highly-regarded financial therapist. And, she’s developed a three-step framework to help clients transform their relationship with money.

Here’s what you’ll learn:

• How to better approach your finances using a “Money Date”
• What she learned from hyperventilating at the car dealership
• 3 Levels of “Money Maps” that she uses instead of budgeting
• The power of renaming cash flow categories in alignment with values
• How understanding your body improves your relationship with money

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Resources:

• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier