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Overwhelmed & Burned Out: Working with Clients Even When You Don't Feel Like It
Course Information
Content Level: Intermediate
NAPFA Subject Area: K-Marketing and Practice Management
Course Description

Feeling overwhelmed, stressed, and burned out? Is connecting with clients harder? You are not alone. Stress and burnout are real concerns that financial advisors face as professionals who help others. The pandemic we have endured over the past two years has created, or, in some cases, intensified these issues. Striking a balance may seem impossible. This presentation will explore stress and burnout and will offer tools for financial planners to continue thriving when working with clients—even when you don’t feel like it.

Learning Objectives
  1. Learn how to recognize signs of stress and burnout.
  2. Understand the importance of addressing your own feelings of stress and burnout as a professional when working with clients.
  3. Identify ways to manage stress and overcome burnout to continue to provide the best care for your clients.

Kristy Archuleta, Ph.D., LMFT, CFT-I

Dr. Kristy L. Archuleta, LMFT, CFT-I™ is a Professor in the Financial Planning program at the University of Georgia. As a pioneer and developer of financial therapy, she is a co-founder of the Financial Therapy Association, the Journal of Financial Therapy, the nation’s first academic program in financial therapy, and Women Managing the Farm. Dr. Archuleta has garnered national and international attention as a speaker and author who has published numerous scholarly articles and co-edited two books on topics related to financial planning, financial therapy, financial counseling, and mental health. She currently serves on the Board of Directors for the National Association of Personal Financial Advisors and three editorial review boards. She is commonly featured in podcasts and major news media outlets, such as the New York Times, Investment News, and CNBC, to name a few, and has won awards for her cutting-edge research and teaching.

Availability: On-Demand
Expires on Dec 31, 2023
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
1 NAPFA CE (LIVE) Credit
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