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29. The Power of Story: How Financial Advisors Can Unlock Deeper Client Connections Through Money Narratives with Dr. Joy Lere
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What if the key to transforming your client relationships isn't in your financial planning software, but in your ability to understand and work with the stories your clients tell themselves about money? In this compelling episode, licensed clinical psychologist and co-founder of Shaping Wealth, Dr. Joy Lere, reveals why "we are not born as calculators, but as storytellers" – and how this fundamental truth can revolutionize your practice.
Dr. Lere brings a unique perspective that bridges clinical psychology with financial planning, offering advisors…
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