Elana Feinsmith, Certified Financial Therapist-I™ and CFP®, will educate you what Financial Therapy is and how Financial Therapy can help your clients have better outcomes. If you have ever had clients not follow through on their financial plans, overspend, fight about money with their partner, avoid money topics, or feel generally unsatisfied with their financial situation, you will want to attend this session. The session includes several case studies to illustrate how Financial Therapy can help you help your clients.
Attendees will:
- Understand the importance of Financial Therapy
- Learn to distinguish between myths and facts about Financial Therapy
- Learn the typical process and protocols of Financial Therapy