You know that couples fight about money and you’ve seen clients that just aren’t ready to move forward with their plan. But have you considered adding a financial therapist or relationship expert to your centers of influence?

Dr. Kristy Archuleta is a Marriage and Family Therapy expert and a Professor of Financial Planning. She joins the show to discuss when, why and how financial planners should build relationships with therapists and relationship experts.

We also talk about the Financial Therapy Association, its free Journal of Financial Therapy and its Certified Financial Therapist Level 1 designation.

And listen till the end where Kristy talks about the similarities and differences between the ever-popular coaching methods and therapy.

Links, full transcript and timestamps at https://innovatingadvice.com/post/episode64.

Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business