Behind The Advisor

Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - Ed Coambs


Listen Later

Ed Coambs has had a unique journey into the financial planning field. After starting his career as a firefighter, he transitioned into financial planning before eventually completing his training in marriage and family therapy. He then decided to combine his last two careers into one to become a financial therapist. Today he joins the show to share the softer side of financial planning and why financial therapy is important.

Listen in as we discuss money scripts—what they are and how they affect your clients' financial decisions—as well as the value of financial planners having their own therapists and planners. We can all benefit from Ed's background and perspective on this subject, so don't miss this one-of-a-kind episode!

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/217

...more
View all episodesView all episodes
Download on the App Store

Behind The AdvisorBy XYPN

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

136 ratings


More shows like Behind The Advisor

View all
Sales Gravy: Jeb Blount by Jeb Blount

Sales Gravy: Jeb Blount

586 Listeners

ChooseFI by ChooseFI

ChooseFI

5,140 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,457 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

475 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Long View by Morningstar

The Long View

921 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

115 Listeners

New Planner Podcast by Caleb Brown

New Planner Podcast

31 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

129 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,430 Listeners

The Advisor Journey by Altruist

The Advisor Journey

25 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

135 Listeners

Only Fee-Only by Broc Buckles and Peter Ciravolo

Only Fee-Only

15 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

25 Listeners