Understanding and Working with Your Clients with ADHD

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Brought to you by the Neurodivergent Planners Knowledge Circle: Adults with ADHD, an estimated 8-10 million people, face elevated risks to their financial well-being yet are underserved by the financial profession. This presentation will help financial planners be more effective in their efforts to support clients who may have ADHD. Attendees will learn what ADHD is, how they can recognize signs without engaging in assessment or diagnosis. how ADHD affects finances, and a framework for understanding and troubleshooting common ADHD client issues. Attendees will also learn specific, practical steps they can take to make their practices more ADHD-friendly, which can lead to better client experiences, more enjoyable interactions, and increased referrals.

Competency Level: Foundational

FPA Competency: Client Communication & Care

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Christine Hargrove

Ph.D.

Christine Hargrove, PhD, LMFT, CFT, is a Clinical Assistant Professor at the University of Georgia College of Family and Consumer Sciences and Assistant Director of the Love and Money Center. She is a licensed marriage and family therapist and Certified Financial Therapist™ whose work focuses on the intersection of neurodiversity, relationships, and financial well-being. Dr. Hargrove specializes in understanding how ADHD and executive functioning impact emotional experiences, communication, and daily life, and she is a nationally recognized speaker who translates research into practical, compassionate strategies for individuals, couples, and professionals. She is also the President-Elect of the Financial Therapy Association