Emotional Currency: Navigating Emotion’s Influence on Financial Decision-Making

In this webinar, Amy Smith, AFC, CFT-I explores practical techniques for financial counselors, coaches, and advisors to assist clients in navigating their emotions effectively when managing their finances.

In this session, we will look at the intersection of emotion regulation and financial decision-making, offering strategies applicable to clients facing various emotional challenges. Drawing from evidence-based approaches such as Dialectical Behavioral Therapy (DBT) and Cognitive Behavioral Therapy (CBT), attendees will learn actionable techniques to support clients in understanding and managing their emotions in the context of their finances.

This webinar is designed to empower financial professionals with the tools and insights necessary to assist clients in making informed financial decisions, regardless of their emotional struggles. Whether you’re new to the field or a seasoned practitioner, this session provides valuable perspectives and practical guidance for enhancing client outcomes.

Amy Smith is an Accredited Financial Counselor (AFC®️) and owner of My BPD, My Money, where her primary focus is on empowering women facing mental health challenges to overcome financial hurdles using evidence-based coaching techniques. With a practice centered around “financial coaching with your mind in mind,” Amy strives to provide tailored, human-centered guidance for her clients, helping them navigate the intersection of their mental health & their money.