"Financial empathy matters," maintains Michael G. Thomas, Jr., because "it creates a safe space where people can express their financial vulnerabilities without the fear of shame." Learning Objectives: Understand the direct relationship between financial empathy and building trust in a financial planner/client role. Create actionable steps to not only act in but to promote a more financially empathetic financial services […]

As professionals in this field, we are not just passionate about helping families manage their day to day finances. We want our clients to get out of debt, build their savings, plan for retirement, college, family planning, make smart financial decisions, and even start to build wealth; however, there currently is a marketplace gap for financial planning services for individuals and […]