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What if the key to transforming your client relationships isn't in your financial planning software, but in your ability to understand and work with the stories your clients tell themselves about money? In this compelling episode, licensed clinical psychologist and co-founder of Shaping Wealth, Dr. Joy Lere, reveals why "we are not born as calculators, but as storytellers" – and how this fundamental truth can revolutionize your practice.
Dr. Lere brings a unique perspective that bridges clinical psychology with financial planning, offering advisors practical tools to uncover the money narratives that drive client behavior. Through her innovative "Read, Write, Edit" framework, she demonstrates how advisors can become skilled story stewards, helping clients examine their financial past, understand their present behaviors, and consciously craft the future they want to create.
This isn't about becoming a therapist – it's about recognizing that behind every spreadsheet is a human story shaped by years of experiences, beliefs, and emotions around money. Dr. Lere provides concrete conversation starters, explains how to navigate vulnerable moments without getting "lost in the weeds," and offers guidance on integrating storytelling naturally into your existing process.
Whether you're struggling with clients who say they're "bad with money," wondering how to deepen discovery conversations, or looking for ways to build stronger trust and connection, this episode delivers immediately actionable strategies that honor both the human and technical aspects of financial planning.
Key Takeaways:
Resources and Guest Information:
Connect with Host Ashley Quamme:
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2727 ratings
Text us to share what you found helpful!
What if the key to transforming your client relationships isn't in your financial planning software, but in your ability to understand and work with the stories your clients tell themselves about money? In this compelling episode, licensed clinical psychologist and co-founder of Shaping Wealth, Dr. Joy Lere, reveals why "we are not born as calculators, but as storytellers" – and how this fundamental truth can revolutionize your practice.
Dr. Lere brings a unique perspective that bridges clinical psychology with financial planning, offering advisors practical tools to uncover the money narratives that drive client behavior. Through her innovative "Read, Write, Edit" framework, she demonstrates how advisors can become skilled story stewards, helping clients examine their financial past, understand their present behaviors, and consciously craft the future they want to create.
This isn't about becoming a therapist – it's about recognizing that behind every spreadsheet is a human story shaped by years of experiences, beliefs, and emotions around money. Dr. Lere provides concrete conversation starters, explains how to navigate vulnerable moments without getting "lost in the weeds," and offers guidance on integrating storytelling naturally into your existing process.
Whether you're struggling with clients who say they're "bad with money," wondering how to deepen discovery conversations, or looking for ways to build stronger trust and connection, this episode delivers immediately actionable strategies that honor both the human and technical aspects of financial planning.
Key Takeaways:
Resources and Guest Information:
Connect with Host Ashley Quamme:
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