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Financial Therapy for CPAs and Advisors - Dr. Kristy Archuleta

Financial Therapy for CPAs and Advisors – Dr. Kristy Archuleta

AFO|Wealth Management Forward2023-05-16T02:36:06+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

Dr. Kristy Archuleta

Connect on LinkedIn:
Connect with Kristy Archuleta, Ph.D., LMFT, CFT-I(TM)
Connect with Rory Henry CFP, BFA

Financial Therapy for CPAs and Advisors - Dr. Kristy Archuleta

In this episode, Rory speaks with Dr. Kristy Archuleta, a professor at the University of Georgia, about financial therapy and the psychology of money. Dr. Archuleta emphasizes the importance of self-awareness and introspection in our perceptions of money. This episode unveils how practitioners are applying a solution-focused approach to enhance clients’ financial health. Discover the ‘Miracle and Best Hopes Question’, a tool that encourages individuals to envision their desired future. Understand how to establish a ‘pause appreciation zone’ during client meetings, or when conversing with family and friends. Explore the methods of creating a safe space for clients through the art of reflective listening and paraphrasing. Want to understand why money messages hold such a pivotal role in our lives? Interested in Dr. Archuleta’s philosophy of change? Tune in to find the answers to these questions and much more with our Financial Therapy Pioneer, Dr. Kristy Archuleta.

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JOIN OUR COMMUNITY
  • Terms & Condition
  • Privacy Policy
  • Web Accessibility
Copyright © 2021 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.