Ashley Quamme - Bridging the Gap Between Money and Mental Health
Standard Deviations with Dr. Daniel Crosby
English - October 20, 2022 04:00 - 45 minutes - 41.6 MB - ★★★★★ - 102 ratingsEducation invesment how to invest dr. daniel crosby behavioral finance fintech daniel crosby befi behavioral economics investor psychology investor emotion Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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?
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Compliance Code: 1871-OAS-10/10/2022