Client Management Archives - Financial Therapy Tools

How Financial Therapy Tools Can Transform Your Practice

by Alex MelkumianClient Management November 9, 2023September 16, 2024No Comments

Incorporating financial therapy tools into your practice helps uncover the emotional triggers behind financial behaviors, provides tailored interventions, and supports both financial literacy and emotional healing, leading to more effective client outcomes.

How to Uncover Clients’ Hidden Financial Beliefs

by Alex MelkumianClient Management October 31, 2023September 15, 2024No Comments

Uncover clients’ hidden financial beliefs by exploring their financial history, identifying emotional triggers, and using tools to challenge limiting money scripts.

How to Help Clients Overcome Financial Anxiety

by Alex MelkumianClient Management April 13, 2018September 16, 2024No Comments

Discover how financial therapists can help clients manage financial anxiety by addressing emotional triggers, implementing planning tools, and using mindfulness techniques to foster confidence.