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Kristy Archuleta

Professor • University of Georgia Financial Planning

Athens, Georgia, Georgia •

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About

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-fou…

Speaking Topics

Financial services

Signature Programs (10)

Tapping Clients’ Strengths to Create Behavior Change

Financial therapy is the integration of emotion, thoughts, behavior, relationships and its effect on financial and overall well-being. Financial therapists tap into one or more of these areas to help clients make changes to improve individual, couple, and family financial and overall well-being. This presentation introduces basic concepts of financial therapy, including what it is, clients’ money beliefs, 2-3 tools that professionals can implement with their clients, and how to collaborate with a financial therapist.

Communication Skills for Financial Planners

The basis for client success is a strong working alliance between advisor and client. Effective communication skills are essential to building a solid relationship with clients. In this presentation, we will review communication basics, uncover the essentials of listening and explore the use of curiosity to build better client relationships.

Creating Financial Partnerships with Family Clients

Effectively communicating and building trust with clients is a significant aspect of engaging and retaining clients to fulfill the financial planning process. Couple or family relationships (e.g., married couples, non-married couples, siblings, parent-child, etc.) present dynamics that can complicate the financial planning process. This presentation addresses how to (a.) successfully engage and connect with relational clients, (b.) build trust when working with relational clients, (c.) diffuse conflict with relational clients, and (d.) collaborate with other relational experts to help your clients reach their financial goals.

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Available For

Conference (Full-day Event)

Workshop (3+ hour event)

Moderator

Webinar (Virtual event)

School (incl. charity)

Meetup

Session (1-2 hour event)

Panel

Fee

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Open To Bookings

Not Available

Languages

English