Sometimes I Feel like a Therapist: Strategies for Helping Clients through Difficult Issues
Resources
Presenter
Kristy L. Archuleta, Ph.D., LMFT, CFT-I™
Description
As a financial professional, you may encounter clients facing emotional stress or crises, making it feel like you need the skills of a therapist—even when you’re not trained as one. In this session, Dr. Kristy Archuleta, a Licensed Marriage and Family Therapist and Certified Financial Therapist™, offers practical strategies for managing difficult client situations while maintaining professional boundaries. You’ll learn how to respond to distressed clients, collaborate with mental health professionals, and implement self-care strategies to protect your well-being, so you can continue supporting clients effectively and ethically.
Learning Objectives
- To understand your scope of practice as a financial professional.
- To learn fundamental tools and strategies to help clients in crisis or distress.
- To understand the types of collaboration models useful for a financial professional.
- To identify ways to create self-care strategies in working with clients in distress.
This webinar is sponsored by Fidelity Investments
