This episode currently has no reviews.
Submit Review- Publisher |
- Dr. Daniel Crosby
- Media Type |
- audio
- Categories Via RSS |
- Education
- Publication Date |
- Oct 20, 2022
- Episode Duration |
- 00:45:27
Tune in to hear:
- A criticism that sometimes crops up is: what if this advisor didn’t sign up to be a therapist? What would Ashley say to this critique and what is the baseline set of therapeutic skills necessary for the average advisor?
- When should a financial advisor make a referral to a mental health practitioner?
- What is circular questioning and what is an example of where an advisor might apply this technique?
- From a high level perspective, what is the notion of “stages of change readiness?”
- When a client is in a pre-contemplative stage of change, what can an advisor do to help encourage them toward greater readiness?
- Is there some sort of thought exercise you can give a client that’s in the pre-contemplative stage of change to sort of catalyze a new way of thinking?
- What’s the danger of trying to move someone through the stages of change too quickly?
- What does it mean to be “trauma informed” and why might advisors want to be aware of this?
- Where should we draw the line between individual autonomy and secrecy in regards to finances in a relationship? When does this become financial infidelity?
https://twitter.com/bamconsults
Compliance Code: 1871-OAS-10/10/2022
Tune in to hear:
- A criticism that sometimes crops up is: what if this advisor didn’t sign up to be a therapist? What would Ashley say to this critique and what is the baseline set of therapeutic skills necessary for the average advisor?
- When should a financial advisor make a referral to a mental health practitioner?
- What is circular questioning and what is an example of where an advisor might apply this technique?
- From a high level perspective, what is the notion of “stages of change readiness?”
- When a client is in a pre-contemplative stage of change, what can an advisor do to help encourage them toward greater readiness?
- Is there some sort of thought exercise you can give a client that’s in the pre-contemplative stage of change to sort of catalyze a new way of thinking?
- What’s the danger of trying to move someone through the stages of change too quickly?
- What does it mean to be “trauma informed” and why might advisors want to be aware of this?
- Where should we draw the line between individual autonomy and secrecy in regards to finances in a relationship? When does this become financial infidelity?
https://twitter.com/bamconsults
Compliance Code: 1871-OAS-10/10/2022
This episode currently has no reviews.
Submit ReviewThis episode could use a review! Have anything to say about it? Share your thoughts using the button below.
Submit Review