Financial Therapy Archives

The Human Side of Money Ep. 51: The Financial Therapy Skills & Techniques Every Financial Advisor Needs with Dr. Kristy Archuleta

Dr. Kristy Archuleta breaks down the key skills and techniques from financial therapy that financial advisors can adapt to enhance client relationships and change client behavior on the path to better outcomes.

The Human Side of Money Ep. 38: A Framework For Understanding And Navigating The Dynamics Of Working With Couples with Ed Coambs

Ed Coambs combines a background in financial planning and financial therapy to help advisors navigate the dynamics of working with couples on the path to financial intimacy.

The Human Side of Money Ep. 26: Financial Therapy Skills 101 For Financial Advisors with Nathan Astle

Nathan Astle helps advisors who don't want to be full-fledged financial therapists develop and hone the most critical skills from financial therapy that lead to better connection, and ultimately, better outcomes.