Financial Coach, Counselor, or Therapist: Who Does Your Client Actually Need? with Kimberly, Cherie, and Nate
tune in now!
In this episode of The Finance Marketing Podcast, Hillary sits down with a panel of three financial professionals — Kimberly Zimmerman Rand, Financial Coach and Principal of Dragonfly Financial Solutions; Cherie Stueve, Accredited Financial Counselor and financial behavior researcher; and Nate Astle, Certified Financial Therapist and founder of the Financial Therapy Clinical Institute — to unpack the "financial wellness continuum of care" and clarify the differences between financial coaching, counseling, and therapy.
The panel dives into what each role actually looks like in practice, common misconceptions clients (and other professionals) hold about their work, and how to recognize when a client needs to be referred to a different type of specialist. Tune in to learn how building a thoughtful referral network across these disciplines can strengthen client trust, differentiate your practice, and become a meaningful part of your own marketing story.
CONNECT WITH KIMBERLY:
Website: DragonflyFinancialSolutions.com
LinkedIn: Kimberly Zimmerman Rand
YouTube: Dragonfly Financial Solutions
CONNECT WITH CHERIE:
LinkedIn: Cherie Stueve
CONNECT WITH NATE:
Website: financialtherapyclinicalinstitute.com
LinkedIn: Nate Astle
Podcast: FTCI Podcast
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