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Journal in the Round: Building Trust in Times of Mistrust

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Join Journal contributors Adam Kornegay, Barbara Kay and Rachel Goldman as we discuss what mediators and financial planners have in common; how you use storytelling to attract new clients and how can you build trust in these times of mistrust. After you read their articles, jot down some questions and come ready to interact! 

  • Demonstrate how to apply techniques such as active listening, asking open-ended questions, and reframing with clients
  • Summarize ways to incorporate storytelling to help educate and foster an emotional connection with clients
  • Identify how financial planners can better understand and meet clients’ needs with a deeper awareness 

Ana Trujillo


Financial Planning Association

Ana Trujillo Limón is the editor-in-chief of FPA’s publications. She holds her bachelor’s degree in journalism and political science from the University of Miami and holds a certificate in diversity and inclusion from Cornell University. She is currently pursuing her MBA at the University of Colorado, Denver.

Adam Kornegay, RCC

Partner, Pathfinder

As a Registered Corporate Coach, Adam helps a broad array of clients, from relatively new advisers to experienced planners. With a background in marketing and business analytics, together with his own experience as a financial adviser, he focuses on all aspects of marketing and business development. Adam believes in the importance of examining everything from the client’s perspective as the basis for good decision-making and building a successful practice.

Barbara Kay, MA, LPC, RCC, TIPC

President, Barbara Kay Coaching

Business Psychology and Productivity Coach since 1998, Barbara delivers coaching, consulting & speaking on: Growth, Productivity, Clients, Communication, Conflict, Change, Women, Teams, and Leadership. Barbara speaks for financial services organizations and coaches, leaders, teams, and professionals nationwide. Educated and licensed in Clinical Psychology, she completed additional training with the Coaches Training Institute and is a Registered Corporate Coach. Barbara is the author of many journal articles and two books, the Top Performer's Guide to Change and the $14 Trillion Woman. Barbara is an active member of the Financial Planning Association and the American Psychological Association.

Rachel B. Goldman, J.D., CPC, ELI-MP

Rachel B. Goldman, J.D., CPC, ELI-MP, is a lawyer, mediator, communication coach, trainer, and facilitator of difficult conversations. Her clients include executive and emerging leaders, clergy and lay leaders, attorneys, organizational teams and committees, professional groups, and family members. She founded RBG Consulting to teach and promote constructive ways to communicate, manage conflict, and embrace differences in the workplace, in one’s personal life, and within communities. Goldman recently designed and taught a half-day implicit bias workshop for the FPA Massachusetts chapter.



Journal in the Round: Building Trust in Times of Mistrust
03/24/2021 at 12:00 PM (MDT)   |  60 minutes
03/24/2021 at 12:00 PM (MDT)   |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available