Financial Therapy! What, Why, When, Where & How?

What exactly is Financial Therapy, and why is it becoming essential in today’s wealth management landscape?

Join us for an engaging and interactive session with Elana Feinsmith, CFT™, CFP®, CRPS®, as we dive into the world of Financial Therapy and how it strengthens client relationships, uncovers hidden money dynamics, and complements the work of financial professionals.

Whether you’re a financial planner, advisor, or part of a wealth management team, this event will leave you with practical insights you can apply right away.

Learning Objectives:

• Define the scope and purpose of Financial Therapy, including how it differs from traditional financial advising and common misconceptions about the field.
   
• Recognize when a client may benefit from Financial Therapy and identify appropriate strategies for referring to and collaborating with a Financial Therapist.
   
• Evaluate real-world case studies to understand the impact of Financial Therapy on client outcomes and how to integrate this resource into a comprehensive financial planning approach.