Podcast: Between Now and Success (LS 43 · TOP 1.5% what is this?)
Episode: Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money Flashpoints
Pub date: 2024-08-01

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Guest: Dr. Shaywanna Harris-Pierre, a licensed professional counselor and financial therapist with a rich background in marriage and family therapy. Dr. Shay is also the owner of Shades of You Counseling and Consulting.

In a Nutshell: Every family is unique, and no family is perfect. The dynamics, positive and negative, that exist between loved ones create ideas and emotions around money that influence your clients' attitudes about financial planning. Advisors who are willing to engage on this more personal level have an opportunity to transform their relationships with their clients and the quality of service that they deliver.

On today's show, Dr. Shay shares her journey into financial therapy and how to open dialogues that will help you and your clients understand the emotional side of money better.

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