The Coming Convergence of Therapy and Financial Planning

Financial therapy is an evolving discipline that you will hear much more about in the coming years. And unlike a lot of therapy, Rick Kahler, a financial therapy pioneer, says It’s a team event which involves a financial planner.

The premier financial planning experience of the future will involve a two person team that incorporates a client-focused financial therapist with technical-oriented financial planner. Very few planners or therapists are equipped to deliver both. Most embrace the analytical planning or the client relationship. For either discipline, acquiring the offsetting skill is often viewed as a necessary evil to do what they really love, the planning or the client relationship.

With this new model presented by Mr. Kahler, planners and therapists no longer must fit a round part of their professional interest and personality into a square hole. The result is a phenomenal client experience and a planning team that all function at the top of their skill set.

You Will Learn:
1. A new vision of career development
2. A scientifically proven way to successfully treat money disorders
3. A method to exponentially improve the client experience
4. This session will appeal to new and experienced therapists, financial therapists, and financial coaches, giving them a new vision of what could be.