As a financial professional, you may encounter clients facing emotional stress or crises, making it feel like you need the skills of a therapist\u2014even when you’re not trained as one. In this session, Dr. Kristy Archuleta, a Licensed Marriage and Family Therapist and Certified Financial Therapist\u2122, offers practical strategies for managing difficult client situations while maintaining professional boundaries. You\u2019ll 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.<\/p>\n
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