33. Where Financial Planning & Psychology Overlap with Nathan Astle

“I’m not a therapist, how can I help my clients work through their issues with money?” With the rise of behavioral finance and younger generations seeking more emotional support, this question is becoming more and more common among advisors. Enter Nathan Astle, founder of the Financial Therapy Clinical Institute. In this episode, we discuss Nate’s journey to becoming a financial therapist, why advisors can no longer ignore the emotional side of finance, and how to help your clients address deep-rooted issues around money. Connect with us! Nathan Astle on LinkedInFinancial TherapyMarla Sofer on LinkedInKnomee