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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 overa…

Communication Skills for Financial Planners

The basis for client success is a strong working alliance between advisor and client. Effective communication skills are…

Creating Financial Partnerships with Family Clients

Effectively communicating and building trust with clients is a significant aspect of engaging and retaining clients to f…

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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