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Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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#242 - Joy Slabaugh; The Financial Conflict Resolution Institute

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Manage episode 474568520 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Hosts Michael Connaughton and Kathleen Keneally are joined by Joy Slabaugh founder of The Financial Conflict Resolution Institute. Joy is a CFP® professional with 20 years financial of planning experience that includes providing advice to multi-billion dollar clients. She is also a licensed therapist trained in Internal Family Systems with experience working with individuals and couples. Her unique combination of experience positions her to help advisors easily transform their client's wealth mindsets and resolve marital financial conflicts so they can make more money, be more efficient, and deliver life-changing client value.

They discuss: -Joy’s background as an advisor and a licensed therapist and how it shaped her business. - Joy’s engagement process with both advisors and advisor’s clients. -Behavioral finance ad client approach

And much more.

More on Joy and The Financial Conflict Resolution Institute. https://www.financialconflictresolutioninstitute.com/ Contact Joy Email: [email protected] Linkedin: https://www.linkedin.com/in/joyslabaugh/

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 474568520 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Hosts Michael Connaughton and Kathleen Keneally are joined by Joy Slabaugh founder of The Financial Conflict Resolution Institute. Joy is a CFP® professional with 20 years financial of planning experience that includes providing advice to multi-billion dollar clients. She is also a licensed therapist trained in Internal Family Systems with experience working with individuals and couples. Her unique combination of experience positions her to help advisors easily transform their client's wealth mindsets and resolve marital financial conflicts so they can make more money, be more efficient, and deliver life-changing client value.

They discuss: -Joy’s background as an advisor and a licensed therapist and how it shaped her business. - Joy’s engagement process with both advisors and advisor’s clients. -Behavioral finance ad client approach

And much more.

More on Joy and The Financial Conflict Resolution Institute. https://www.financialconflictresolutioninstitute.com/ Contact Joy Email: [email protected] Linkedin: https://www.linkedin.com/in/joyslabaugh/

  continue reading

150 episodes

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