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Bridging the Gap Between Financial Planning and Financial Counseling with Sasha Grabenstetter
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In this episode of The Finance Marketing Podcast, Hillary sits down with Sasha Grabenstetter, Senior Financial Planning Education Consultant at eMoney Advisor. Sasha discusses the value of integrating Accredited Financial Counselors (AFCs) into financial planning practices. She shares insights on how partnering with AFCs can help CFPs address the emotional and behavioral aspects of money management, ultimately enhancing client relationships and satisfaction.
Sasha also highlights the importance of empathy and emotional intelligence in financial planning and offers practical strategies for advisors to develop these essential skills. Tune in to learn how these approaches can differentiate your practice and provide a more holistic service to clients.
Connect with Sasha:
- LinkedIn: Sasha Grabenstetter
- Twitter/X: @pennies4pigs
- Podcast: Heart of Advice Podcast
Resources Mentioned:
- eMoney Research: The New Value Proposition for Advisors
- eMoney Monthly CE Sign-Up
- Candid Conversation eBooks:
- AFC Certification Website
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