Overwhelmed and Burned Out: Working with Clients Even When You Don’t Feel Like It
Presented by Kristy L. Archuleta, PhD, LMFT, CFT-I
Financial Therapy Trailblazer, Financial Behavior Keynote Group
Session date and time May 2, 2023 9:30 - 10:30 a.m.
Feeling overwhelmed, stressed and burned out? Is connecting with clients harder? You are not alone. Stress and burnout are real concerns that financial advisors face as professionals who help others. The stress we have endured over the past three years has created or, in some cases, intensified these issues. Striking a balance may seem impossible. This session will explore stress and burnout and provide tools for financial planners to manage burnout so you can keep thriving in your work with clients—even when you don’t feel like it.
ACE Academy 2023
Speaker Bio
Kristy L. Archuleta, PhD, LMFT, CFT-I Financial Therapy Trailblazer, Financial Behavior Keynote Group
Kristy Archuleta is an internationally recognized and award-winning professor in financial planning at the University of Georgia. She is the co-founder of the Financial Therapy Association, the Journal of Financial Therapy and the nation’s first academic program in financial therapy. Archuleta currently serves on the board of directors for the National Association of Personal Financial Advisors, NAFPA’s Consumer Education Foundation, the European Financial Psychology Institute, the Financial Therapy Clinical Institute and two editorial review boards. Archuleta has garnered national and international attention as a speaker and author who has published numerous cutting-edge scholarly articles and co-edited two books.
