Episode 1: Unlock Deeper Client Connections with Elana Feinsmith

Описание: ​Navigating life’s biggest transitions—death, money, and legacy—can feel overwhelming.

That’s why we created the TBN Speaker Series, a platform designed to demystify complex topics and introduce you to the trusted advisors who can help.

​Whether you’re an estate planner, financial professional, or someone seeking clarity, our series brings together experts who break down the intricacies of wealth, planning, and decision-making in an engaging, approachable way.

Are you a trusted advisor – an estate planning attorney, financial planner, family law attorney, or fiduciary – looking to enhance your client relationships and accelerate financial progress?

​In today's complex world, financial decisions are rarely purely rational. Emotions, deeply held beliefs, and unconscious patterns often play a significant role, creating roadblocks and delaying crucial transactions.

​Our upcoming session features Elana Feinsmith, CFT™ CFP® CRPS®   / elana  , who will explore the role of financial therapy in helping clients make confident, emotionally balanced financial choices. Don’t miss this opportunity to expand your knowledge and network!

​Discover how Financial Therapy can be the missing piece in your client's financial well-being.

​Join us for an insightful session where you'll learn:

​➡️ What Financial Therapy is and how it addresses the emotional and psychological aspects of money.

​➡️ How a financial therapist can become a valuable member of your referral team, helping clients overcome emotional barriers and make confident financial decisions.

​➡️ Real-world case studies demonstrating the practical application of financial therapy tools and techniques.

​➡️ An introduction to Internal Family Systems (IFS), an evidence-based model that helps clients understand and manage their internal conflicts around money.

​Why is this important for trusted advisors?
​By understanding the principles of Financial Therapy, you can:

​Build stronger rapport with clients by addressing their underlying anxieties and beliefs about money.

​Facilitate faster and more effective decision-making by resolving emotional roadblocks.

​Improve client outcomes by creating a more holistic and sustainable financial plan.

​Differentiate your practice by offering a more comprehensive and client-centered approach.

​Why is this important for individuals?
​While this session is designed for estate planning attorneys, financial planners, family law attorneys, fiduciaries, and other consultants in the financial space, anyone curious about the unseen aspects of money will gain practical insights.

Thank you so much to    / @goldenginkgogroup   for co-hosting this video — your insight and presence made it truly special.


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