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51: The Financial Therapy Skills & Techniques Every Financial Advisor Needs with Dr. Kristy Archuleta episode artwork

EPISODE · May 25, 2022 · 2H 3M

51: The Financial Therapy Skills & Techniques Every Financial Advisor Needs with Dr. Kristy Archuleta

from The Human Side of Money · host Brendan Frazier

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 … Read More Read More

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51: The Financial Therapy Skills & Techniques Every Financial Advisor Needs with Dr. Kristy Archuleta

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This episode is 2 hours and 3 minutes long.

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This episode was published on May 25, 2022.

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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...

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