))
Bridging the Gap Between Financial Planning and Financial Counseling with Sasha Grabenstetter
Manage episode 432018848 series 3552883
内容由Hillary Gale提供。所有播客内容（包括剧集、图形和播客描述）均由 Hillary Gale 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this episode of The Finance Marketing Podcast, Hillary sits down with Sasha Grabenstetter, Senior Financial Planning Education Consultant at eMoney Advisor. Sasha discusses the value of integrating Accredited Financial Counselors (AFCs) into financial planning practices. She shares insights on how partnering with AFCs can help CFPs address the emotional and behavioral aspects of money management, ultimately enhancing client relationships and satisfaction.
Sasha also highlights the importance of empathy and emotional intelligence in financial planning and offers practical strategies for advisors to develop these essential skills. Tune in to learn how these approaches can differentiate your practice and provide a more holistic service to clients.
Connect with Sasha:
- LinkedIn: Sasha Grabenstetter
- Twitter/X: @pennies4pigs
- Podcast: Heart of Advice Podcast
Resources Mentioned:
- eMoney Research: The New Value Proposition for Advisors
- eMoney Monthly CE Sign-Up
- Candid Conversation eBooks:
- AFC Certification Website
To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.
We always appreciate reviews on Apple Podcasts!
37集单集
分享
