In this episode of Demystifying Money, Misty Lynch sits down with therapist and certified money coach Dasha Chernakovska to discuss how financial advisors can build stronger, more trusting relationships—especially with women and couples. Learn actionable strategies to enhance communication and foster loyalty in your financial practice.
- Why many women feel underserved by traditional financial advisors and what leads them to leave.
- The power of relational intelligence and practical ways to better connect with clients.
- How to recognize and validate clients’ emotional undercurrents like shame and anxiety.
- Methods to involve both partners in financial planning and empower women in the decision-making process.
- Tips for advisors on addressing disproportionate reactions, values-based spending, and what language subconsciously alienates female clients.
Where to find Dasha TchernikovskaWebsite:
emotiondrivenfinance.comLinkedIn:
linkedin.com/company/emotion-driven-financeWhere to find Misty Websites: