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

Have you ever felt like you needed the skills of a therapist but were not trained as one? An essential aspect of being a financial professional is working with the humanness of our clients. Dealing with the human side of people can be difficult and messy and may leave you feeling like you are a therapist when you do not have the qualifications, education, or background to do so. Dr. Archuleta will utilize her training and experience as a Licensed Marriage and Family Therapist and a Certified Financial Therapist-I™️ to address how to handle difficult situations and mental health crises when you are not a therapist. In this presentation, she will help financial professionals know: (a) how to respond to clients who are experiencing distress or are in a crisis, (b) clarify your scope of practice and when and how to get help, (c) identify collaboration models with other helping professions, and (d) discover strategies for self-care as a help provider.

Learning Objectives:

1. To understand your scope of practice as a financial professional.

2. To learn fundamental tools and strategies to help clients in crisis or distress.

3. To understand types of collaboration models useful for a financial professional.

4. To identify ways to create self-care strategies in working with clients in distress.

Presenter: Dr. Kristy Archuleta, Ph.D., LMFT, CFT-I™

Register here.