Our lives are filled with stressors, some good and some more difficult. Financial advisors arefaced with not only their own life stress but also their clients’ stress, which can be overwhelming. Our own stress impacts our clients and when our stress is too high, then we are not able to be fully present or at our best with our clients. This interactive session will address the differences between stress and anxiety, why addressing your own anxiety is important in your work with clients, and how you can better manage your stress to be more effective with your clients.
1. Describe and distinguish between anxiety and stress 2. Learn why addressing your own stress is important in working with clients 3. Create new ways to manage your stress and anxiety to be more present with your clients
Kristy Archuleta, Ph.D., LMFT, CFT-I™
Dr. Kristy Archuleta is an internationally recognized and award-winning Professor in Financial Planning at the University of Georgia, a Licensed Marriage and Family Therapist, and a Certified Financial Therapist-I™. Known for her contributions to the development of financial therapy, she is a co-founder of the Financial Therapy Association, the Journal of Financial Therapy, and the nation’s first academic financial therapy program. Dr. Archuleta has published numerous scholarly articles, co-edited two books, and commonly appears in podcasts and major news media outlets. She currently serves on the Board of Directors for the National Association of Personal Financial Advisors, the Financial Therapy Association certification committee, and three editorial review boards.