Sometimes I Feel like a Therapist: Strategies for Helping Clients through Difficult Issues

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.

Presenter: Dr. Kristy Archuleta