Financial Wellbeing Through a Trauma-Informed Lens: Enhancing Client Communication While Maintaining Professional Boundaries

Join two of the most respected voices in the field — Susan Bradley and Saundra Davis, for a dynamic 75 minute webinar where financial professionals will discover practical trauma-informed approaches to client interactions without crossing into therapeutic territory.

This interactive presentation delivers 30 minutes of essential content on recognizing trauma responses in financial behaviors, followed by 15 - 20 minutes of hands-on breakout discussions to apply these insights.

Learn how to incorporate the 8Cs of Internal Family Systems (curiosity, compassion, clarity, courage, confidence, creativity, connectedness, and calm) into your client communications and coaching skills, creating stronger client relationships while respecting professional boundaries.

The session will conclude with dedicated Q&A time, ensuring you leave with actionable strategies to implement immediately in your practice. Enhance your professional toolkit while supporting your clients’ financial and emotional wellbeing.

Why you should attend:

✨ Learn practical trauma-informed approaches without stepping into therapeutic roles
✨ Recognizing trauma responses in financial behaviors
✨ Improve client relationships while maintaining professional boundaries
✨ Introduction to the 8Cs of Internal Family Systems
✨ Walk away with actionable strategies to support both financial and emotional client wellbeing

If you work with people navigating change, uncertainty, or financial transitions, this workshop will help you meet them with greater compassion, understanding, and effectiveness.

Reserve your spot today - spaces are limited 

📅Date - June 5, 2025 

⏰Time - 2:00 pm EST (75 min session)

📍Location - Virtual Zoom webinar

📣 Please register below to attend this webinar

We look forward to your participation and moving this profession forward together.