Bridging the Relational Finance Gap Course (Certificate)
How to help married clients with relational-finance issues.
Financial professionals receive no professional training to help married clients with relational/psychological problems, yet research shows that financial professionals are oftentimes seeing these types of couples.
Join Dr. Parry in his engaging course to learn how to bridge the relational-finance gap in your practice and to better prepared to serve married clients of your own.
In this training you will learn how:
- to help couples get on the same page financially
- to help couples create shared values and goals
- to help couples improve their beliefs about money
- the most common symptoms of relational problems
- DIY solutions to common problems
- diagnosable problems outside of a financial professional’s reach
- when and who to refer to
- to market your firm as “Relational Friendly”
Included in the training
- Companion Workbook
- 1 Month Free Consultations
- 1 Month Unlimited Email Support
What others say about the training!
“After taking the seminar with Dr. Parry, I feel more confident about being of service to my clients. His easy, engaging teaching style made the day informative and enjoyable. I recommend this class to anyone who wants to bring their financial planning or counseling to the next level”.
-Linda Jacob AFC, CFP
"In today's increasingly Digital Society, I found Dr. Parry's training to be incredibly refreshing and applicable to my daily practice. I realize that the majority of my conversations with prospects, and those that become clients, to be centered around couples' differing opinions regarding money and the role it plays in their lives. I found the strategies that Dr. Parry employs to be invaluable as it pertains to helping my clients learn to work as a team and gain trust in each other when they often have differing money experiences and beliefs. It simultaneously builds their trust in me as their advisor, and It's even helped me with my own spouse! Regardless of your interest or disposition, this course will help you both personally and professionally. I cannot recommend Dr. Parry's training highly enough!"
-Anthony Badillo, CFP, ChFC
“The course will only add to your knowledge was very useful! I did not realize how much one’s personal background from years past, including both how one observed financial management from parents and what they experienced themselves in younger years. I see Clients all the time that are not on the same page. Before this course, I thought it was because of poor communication, but after learning about Money Scripts I am going to be more empathetic to one’s experience with financial management."
-Rich, Consumer Credit of Des Moines
"The course was educational and worth my time. It just delivered!"
-Scott Anderson, CFP
Sign up today and learn how to bridge the relational finance gap.
Live Life on Purpose,
Dr. Travis G. Parry
Travis’ 13 years of experience in the world of financial planning, coaching, counseling, and training has given him a holistic understanding of the financial world. He completed his undergraduate at Brigham Young University in Sociology, Masters Degree in Psychology from University of Phoenix, and Ph.D. in Family Relations at Utah State University. Being cross-trained in finance and behavioral science enables Travis to help families to make lasting behavioral changes to their family's finances.