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The field of personal counseling has benefitted from more than 20 years of research examining the role of relational factors and client motivation in successful outcomes. This session helps financial advisors appreciate how insights and skills derived from personal counseling (research) can be applied in their work with clients. The session teaches how to 1) develop skills in agenda setting and structuring financial advising sessions; 2) learn how to clarify clients’ values and incorporate them into their advising; and 3) understand how to use tools that enhance client motivation and the advisor-advisee relationship. Both presenters are licensed psychologists with clinical and research experience.
Dr. Douglas Daugherty is a licensed Clinical Psychologist with more than 20 years of clinical experience. He is a Professor of Psychology and Addictions Counselor at Indiana Wesleyan University, while serving as a program evaluator for several problem-solving courts and treatment programs. Dr. Daugherty also provides clinical supervision, assessment of missionary candidates and other consultation services. His current research interests include positive psychology, spiritual formation and philosophy of addiction. He is the founder of Grace House for Recovery, a faith-based recovery home in Marion, Indiana.
Tim Steenbergh, Ph.D., is Professor of Psychology at Indiana Wesleyan University and co-founder of LifeData, LLC. In his role as a professor, he is committed to helping students understand the unique purposes God has for their lives, and the importance of developing their gifts for His kingdom. Dr. Steenbergh and his partners at LifeData have been creating new smartphone technology that allows researchers, pastors, and other professionals to better understand and encourage growth in the lives of those they serve.