62. The Missing Piece in Financial Planning with Sonya Lutter

In this episode, I sit down with Sonya Lutter, Certified Financial Planner, licensed marriage and family therapist, and a leading voice at the intersection of money and mental health. As a co-founder of the Financial Therapy Association, Sonya has spent her career helping the industry bridge the gap between technical expertise and human understanding.We explore what financial advisors are still missing when it comes to client relationships, why being present matters more than having the right answers, and how financial therapy has evolved from a niche idea into a critical part of modern wealth management. Sonya shares how advisors can better navigate emotions, family dynamics, and unspoken influences that shape financial behavior.If you are looking to deepen trust, improve discovery, and better understand the human side of money, this conversation will challenge you to rethink how you show up for clients and what it truly means to guide them.Connect with us! Marla Sofer on LinkedInKnomeeSonya Lutter on LinkedInSonya Lutter’s website