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Nathan Astle - Empathy in Advising

UNLIMITED

Nathan Astle - Empathy in Advising

FromStandard Deviations with Dr. Daniel Crosby


UNLIMITED

Nathan Astle - Empathy in Advising

FromStandard Deviations with Dr. Daniel Crosby

ratings:
Length:
36 minutes
Released:
Mar 16, 2021
Format:
Podcast episode

Description

Nathan Astle is the founder of Relational Money LLC where he offers training to financial advisors and money coaches on basic financial therapy skills. This will help them be better at their jobs, retain more clients, and improve the quality of care.
Tune in to hear:


What are some of the key differences and similarities between financial therapy, clinical psychology and behavioral finance?


While we fixate on money and wealth in popular culture and in the media, Americans are also really reluctant to be direct about their personal financial matters. What accounts for this juxtaposition of obsession and secrecy in American financial matters?


When considering happiness, we often ascribe money with significance above and beyond the elements of personal success. Why is this the case?


What are some common money themes, or “scripts,” that one might find themselves within?


If someone identifies a money script, that’s negatively impacting their personal and financial wellbeing, how difficult is it for them to change and how does one go about rewriting a money script that has become engrained?


When should one enlist the help of a financial therapist instead of someone with social work or psychology background?


Are soft skills more important now than ever before for financial professionals, or is the industry, as a whole, just pulling its head out of the sand?


What soft skills are often underdeveloped in the average financial advisor?


How do advisors empathize adequately, but not so fully that they are taking it home with them?


There’s such a large chasm between knowing the right thing to do and actually doing it.
Released:
Mar 16, 2021
Format:
Podcast episode

Titles in the series (100)

The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more. Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/ Standard Deviations is presented by Orion.