SOUTH REGION: NC Triangle Local Group presents - When Your Money Story Meets Theirs: Strengthening Client Relationships Through Advisor Self-Insight
For more information and to RSVP, visit the NC Triangle Community Page.
Presenter:
Jillian Knight, LMFT
Jillian Knight's approach to therapy is deeply rooted in her personal experiences and her role as a Licensed Marriage and Family Therapist. She focuses on helping individuals and couples navigate financial stress, anxiety, and relationship issues. Her therapy is designed to provide a safe space for clients to discuss their financial wellness, emotional wellness, and relationships. Jillian's compassionate and curious approach ensures that clients feel heard and supported in their journey to understand and manage their financial lives.
Program Summary:
This program helps advisors understand how their own money stories, emotional patterns, and behavioral biases shape client conversations and decision-making. As AI and automation take over more technical tasks, clients are increasingly looking for advisors who bring emotional insight, connection, and grounded guidance. Participants will explore how their assumptions and reactions influence trust, communication, and client behavior. Advisors will leave with practical, relational tools that strengthen rapport and support clearer, healthier financial decisions for their clients.