26: Financial Therapy Skills 101 For Financial Advisors with Nathan Astle

As the value and future of advice continues to shift towards the intersection of technical knowledge and the human side of money, it has coincided with the rise of financial therapy.

Financial Therapy is focused on improving how clients think, feel, and behave with money to improve their well-being.

Nathan Astle, founder of Relational Money, helps advisors who don’t want to be full-fledged financial therapists develop and hone the most critical skills from financial therapy that lead to better connection, and ultimately, better outcomes.

We discuss:

• “Financial Flashpoints” – what they are and why they are so critical to changing behavior
• The “Money Timeline” exercise to help clients uncover their own financial flashpoints
• Why money issues are rarely about money and the importance of finding the real issue
• Two simple phrases you can use to facilitate communication and connection
• How to effectively identify and label someone’s emotions

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