09.20.2022 - Financial Therapy
Utilizing Financial Therapy Techniques to Help Navigate Conflict in Financial Planning Sessions
Presented by Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, Kansas State University
Fights around money are incredibly common. Since financial planners engage their clients in conversations that directly related to their finances, conflict is bound to arise. In fact, studies have found that financial planners are often faced with clients experiencing financial conflict. Join financial therapist Megan McCoy for an interactive presentation that provides financial planners with tangible tools to help navigate disagreements. The tools are directly derived from evidenced based research from multiple disciplines such as psychology, neuroscience, communication, and conflict resolution but will be adapted to fit financial planners' unique needs and skills.
Great information about communication styles (e.g. NVC, Conflict Styles)! Physiological Arousal was a really interesting topic that I was also not aware of.
- Jacob S.
Great insight on financial mediation - when to and how to use it. Super interesting!
- Donna G.
I learned more about the options for designations for financial therapies. My wife is a clinical therapist and we regularly talk about these types of therapies and this provided more information for me.
- Jared B.
I like this Humanistic Psychology approach. I also was glad to hear John Gottman's info.
- Gorinda R.
I liked the suggestion to have a counselor that clients can be recommended to. Really loved the orange story.
- Megan G.
I think this is an excellent program for those more analytical as CFPs because we do not have the strong skill set to recognize a lot of these areas
- Martin B.
Really outstanding information... And what a delight she is! Positivity was awesome. Thank you for bringing her to the lineup.
- Russ H.
"The info re: Zoom fatigue was helpful. I continue to do a fair number of virtual meetings, even for clients who are local - suspect they like the convenience of not driving to office. I haven't really thought about whether I have suffered from Zoom fatigue - this gives me some points to consider, perhaps I have and hadn't even realized it.
Agree that non-verbal perspective is lost. We do try to encourage clients to have their video on, and most do - so we are able to at least get some visual feedback."
- Meg C.