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 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
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FinancialPlanning
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CNN
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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 can be stressful, emotional, and usually complex.
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.
Meet bi-weekly with peers to discuss the integration of a systemic approach into financial planning with the Institute for Systemic Financial Professionals™.
Get the answers to your questions.