Ken Donaldson, a Licensed Mental Health Counselor and author of the book Marry YourSelf First, joins Hannah on YAFPNW to talk about what financial planners can learn from counselors. Ken shares what advisors need to understand about their clients and themselves to be better advisors to their clients.
Some of the best insights I have about financial planning come from outside the profession, which is why I am excited to be sharing Ken with you.
“People resist change because people like what’s comfortable, predictable, and what’s certain. Even if “comfortable, predictable, and certain” are unhealthy and dysfunctional.”