The Advisor Lab by CION

Episode 155 Financial Therapy: Motivating Clients Beyond Their Money Story


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We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master's degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay's work focuses on supporting advisors in strengthening their relationships with their clients and integrating interior finance concepts into their practices. She helps advisors work through generational family dynamics to have productive conversations, and to help people find the motivation to get past their money mindset

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The Advisor Lab by CIONBy CION Investments

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