#242 - Joy Slabaugh; The Financial Conflict Resolution Institute
Release Date: 04/01/2025
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#262 - Risk Management with Scott Heinila, CEO of Optimized Insurance
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#259 - From Confused to Confident: Helping Families Navigate Aging with Parker Polidor
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#258 - Wallets and Waistlines with Reyna Gobel
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#257 - 5 to 9 Things You Don’t Know About 529 Plans with Chris Stack
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#256 - Breaking Money Silence with Kathleen Burns Kingsbury
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#255 - Navigating Egos and Emotions During the College Planning Process – With Jack Wang
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#254 - The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard
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The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard Kathleen and Brad speak with Emily Bouchard, founder of Bouchard Bespoke Consulting. Emily is a Chief Learning Officer and Family Dynamics Advisor for Family Offices and Financial Advisory Firms, working alongside financial advisors, estate attorneys, and family offices to address the human side of money. We speak with Emily about her role as a listening coach and how she works with families to help them better communicate with full transparency and the steps she takes to help them assess, rebuild and sustain...
info_outlineHosts 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.