We can now see where the evolution of life planning services is taking us, and how it may benefit you and your clients more than you realize. The planner-therapist alliance may be the endgame for where the life planning service is going. Financial planners are regularly bringing psychologists into their tool kit. Rick Kahler, a pioneer of the planner-therapist alliance concept and an instructor of Golden Gate University’s ‘The Psychology of Money’ course, will give you new insight and practical information on how involving a psychologist in your planning process can add value to your clients. Kahler will give you step-by-step advice on how to decide when to bring in a therapist or coach and how to select and integrate a therapist/coach profitably into your practice.
- The difference between financial coaching and therapy
- Tips on interviewing and selecting a financial therapist
- How to profitably integrate a therapist into your practice
- How to demystify and understand the therapeutic process
- How to use ‘The Decision Tree’ for when to bring in a coach or therapist