Profile of Dr. Sonya Lutter.

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

Founder of the Institute for Systemic Financial Professionalsâ„¢

AS SEEN IN:

The Cut

~

The New York Times

~

The Wall Street Journal

~

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?

Dr. Sonya Lutter giving a presentation on stage with a dark curtain backdrop and a black chair nearby.

Financial decisions can be stressful, emotional, and usually complex.

How I Help:

  • Keynote Speaking

    • Help your audience understand why clients struggle with money—and how to change it.

  • Advisor Training & Consulting

    • Equip yourself and your colleagues with tools to improve communication and retention.

    • Apply to join the next cohort of Foundations for Systemic Financial Professionals training here.

    • Interested in a one-day retreat? We will meet in Fort Worth Dec. 4, 2026. Register here.

  • Research Partnerships

    • Get the answers to your questions.