Wednesday, September 20, 2023
11:30 A.M.-2:00 P.M. CST
Embassy Suites, Olathe
This meeting sponsored by:
Sometimes I Feel like a Therapist: Strategies for Helping Clients Through Difficult Issues
Kristy L. Archuleta, Ph.D., LMFT, CFT-I™
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.
Registration Fees:
Includes CE and Lunch
Members $35
Non Members $99
Continuing Education:
CFP® - 2 hours approved