In this two-part video series, Mitch Anthony & Steve Sanduski, CFP® interview Sonya Lutter, Ph.D., CFP®, LMFT, Professor and Director of Financial Health and Wellness and Ph.D. Program Director at Texas Tech’s School of Financial Planning.
Part 1 introduces you to the concept of Financial Therapy and how to identify financial stresses in your clients’ lives.
Click here for Part 2.
Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.