Sonya Lutter, Ph.D., CFP®, LMFT
Helping Financial Advisors Navigate the Emotional Side of Money—So Clients Trust You, Stay Longer, and Take Action
Director of Financial Health & Wellness at Texas Tech ~ Keynote Speaker ~ Founder of the Institute for Systemic Financial Professionals™
AS SEEN IN:
The Cut
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The New York Times
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The Wall Street Journal
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Barron's
~
FinancialPlanning
~
CNN
~
Forbes
AS SEEN IN: The Cut ~ The New York Times ~ The Wall Street Journal ~ Barron's ~ FinancialPlanning ~ CNN ~ Forbes
What do I do?
Financial decisions are emotional. I help advisors understand the psychology behind client behavior so they can communicate better, retain clients, and drive results.
How I Help
Help your audience understand why clients struggle with money—and how to change it.
Equip yourself and your colleagues with tools to improve communication and retention.
Get the answers to your questions.
I BELIEVE…In leading with kindness and care.
Being fully present is the key to exceeding expectations.
Data drives decision-making.
Needs are met with compassion.
Helping people helps their people.
I work with financial advisors and organizations who want to improve client communication and outcomes.
