Any CFPs and Financial Therapists?
Hello all, are any advisors here who are Financial Therapists along with their advisory role? I came across the Certified Financial Therapist designation recently, and was intrigued, which led to some more digging.
Does anyone have that designation or another similar specifically for counseling?
How are you positioning that designation in your practice? Do you focus less on Wealth Management, maybe allow clients to pay just for the counseling without purchasing anything else or giving AUM?
What made you get the designation, and you feel like it’s a value add to your business, helps you stand out in the crowd? Would you recommend it for newer advisors?
Thank you for any insights!
Posted Mar 14, 2025, 7:54 PM UTC