Bridging the Gap Between Financial Planning and Financial Counseling with Sasha Grabenstetter

In this episode of The Finance Marketing Podcast, Hillary sits down with Sasha Grabenstetter, Senior Financial Planning Education Consultant at eMoney Advisor. Sasha discusses the value of integrating Accredited Financial Counselors (AFCs) into financial planning practices. She shares insights on how partnering with AFCs can help CFPs address the emotional and behavioral aspects of money management, ultimately enhancing client relationships and satisfaction.Sasha also highlights the importance of empathy and emotional intelligence in financial planning and offers practical strategies for advisors to develop these essential skills. Tune in to learn how these approaches can differentiate your practice and provide a more holistic service to clients.Connect with Sasha:LinkedIn: Sasha GrabenstetterTwitter/X: @pennies4pigsPodcast: Heart of Advice PodcastResources Mentioned:eMoney Research: The New Value Proposition for AdvisorseMoney Monthly CE Sign-UpCandid Conversation eBooks:Couples, Money, and ConflictLGBTQ+ PlanningEstate PlanningAFC Certification WebsiteTo make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!