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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