8 min listen
Ashley Quamme - Bridging the Gap Between Money and Mental Health
Ashley Quamme - Bridging the Gap Between Money and Mental Health
ratings:
Length:
45 minutes
Released:
Oct 20, 2022
Format:
Podcast episode
Description
Tune in to hear:- A criticism that sometimes crops up is: what if this advisor didn’t sign up to be a therapist? What would Ashley say to this critique and what is the baseline set of therapeutic skills necessary for the average advisor?- When should a financial advisor make a referral to a mental health practitioner?- What is circular questioning and what is an example of where an advisor might apply this technique?- From a high level perspective, what is the notion of “stages of change readiness?”- When a client is in a pre-contemplative stage of change, what can an advisor do to help encourage them toward greater readiness? - Is there some sort of thought exercise you can give a client that’s in the pre-contemplative stage of change to sort of catalyze a new way of thinking?- What’s the danger of trying to move someone through the stages of change too quickly?- What does it mean to be “trauma informed” and why might advisors want to be aware of this?- Where should we draw the line between individual autonomy and secrecy in regards to finances in a relationship? When does this become financial infidelity?https://twitter.com/bamconsultshttps://bamfcc.comCompliance Code: 1871-OAS-10/10/2022
Released:
Oct 20, 2022
Format:
Podcast episode
Titles in the series (100)
The Time Will Never Be Right: Our brains are designed to privilege safety and certainty over happiness and growth. Understanding this simple truth, we begin to realize that the time will never be perfect to do the thing we've always dreamed of and learn to press forward in spite of our fears. by Standard Deviations with Dr. Daniel Crosby