Sonya Lutter, Ph.D., CFP®, LMFT
Helping Financial Advisors Navigate the Emotional Side of Money—So Clients Trust You, Stay Longer, and Take Action
Notice: My social media is temporarily disabled. Please contact me directly at sonya@sonyalutter.com.
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 with peers to discuss the integration of a systemic approach into financial planning.
Get the answers to your questions.