Bonds of Human Trust: Tips from Research on Relationships for Management, Consulting, and Advising

Building trusting relationships and healthy human capital have tremendous benefits, yet at times people we work with seem unpredictable, challenging to understand or to engage with. This presentation will translate findings from one of the most long standing clinical and research areas on human relationships -- human attachment theory - to management, consulting, and advising practices. In addition, we will share summaries of significant attachment-based research in this area applied directly to wealth management, financial planning, and generational wealth transitions. Applied ideas, tools, and assessment strategies will be discussed. About Our Speakers: Charles Eckhart, PhD, is a psychologist in private practice in Santa Barbara, CA, and a founder of Cathexis Group, a relational consulting firm. He has also held numerous teaching and administrative roles training clinical psychology doctoral students and is currently a visiting professor at a psychoanalytic institute. His expertise in wealth consulting lies in working with rising generation members to understand their unique complex stories and meanings related to wealth, and to support wealth transfer, family governance practices, family vision, and mutual understanding in families. Oksana Yakushko, PhD, is a psychologist and psychoanalyst in practice in Santa Barbara, CA, and a founder of Cathexis Group, a relational consulting firm. She has had a long-standing research and teaching career at both Research I and private academic institutions. In addition to individual and group psychology, her areas of expertise focus on interactive aspects of global, cultural, and personal experiences related to experiences at work and relationships.