Harnessing Your Humanity: Deepening Your Relationships and Defending Your Practice from Digital Threats

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Includes a Live Web Event on 03/10/2026 at 9:00 AM (MDT)

Brought to you by the PridePlanners Knowledge Circle, in a world where AI is replacing human interactions and where loneliness is epidemic, the ability to build rich, deep relationships is becoming a differentiator. By leveraging psychology, we can create transformational experiences for financial planning clients. In this interactive and engaging workshop, you will learn and practice two skills you can immediately apply with your prospects and clients to help them feel deeply understood by and connected to you.

Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

Joy Slabaugh, CFP®

Joy Slabaugh is a CFP® professional, licensed therapist, and educator specializing in the psychological and relational dynamics of wealth. With advanced degrees in taxation and mental health counseling, they bridge the gap between financial strategy and human connection, helping high-net-worth individuals, couples, and financial advisors navigate the complexities of wealth with greater clarity, purpose, and impact.

Joy’s expertise spans wealth management, behavioral finance, and advisor training, equipping financial professionals with the relational skills needed to build trust and deepen client relationships. They also work directly with ultra-high-net-worth individuals, guiding them through the emotional and identity challenges that often accompany significant wealth.

A sought-after speaker, consultant, and industry thought leader, Joy has worked with top financial firms and private clients, reshaping the way people think about money beyond numbers. Their work challenges the traditional wealth narrative, offering a more human, values-driven approach to financial decision-making. Whether through keynote talks, advisor coaching, or client consulting, Joy empowers people to align wealth with impact, ensuring their financial success creates lasting fulfillment and meaningful change.

 


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Harnessing Your Humanity: Deepening Your Relationships and Defending Your Practice from Digital Threats
03/10/2026 at 9:00 AM (MDT)  |  60 minutes
03/10/2026 at 9:00 AM (MDT)  |  60 minutes In a world where AI is replacing human interactions and where loneliness is epidemic, the ability to build rich, deep relationships is becoming a differentiator. By leveraging psychology, we can create transformational experiences for financial planning clients. In this interactive and engaging workshop, you will learn and practice two skills you can immediately apply with your prospects and clients to help them feel deeply understood by and connected to you.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available