Navigating the Human Element: Integrating Soft Skills through Financial Counseling

The April 2025 Financial Counseling call with AFCPE and FPA will be held on Thursday, April 17th at 12 pm ET.

Guest speaker Sasha Grabenstetter will be presenting, "Navigating the Human Element: Integrating Soft Skills through Financial Counseling."

The psychology of financial planning challenges advisors to consider the planner-client relationship. By leveraging financial counseling’s softer skills, advisors can empower clients to stand on a firmer financial foundation with long-term stability. By focusing on those human elements, advisors can use a personalized and supportive approach to incorporate the counseling side of financial planning into their practice and firms.

Sasha Grabenstetter, AFC®, BFA™ is a Senior Financial Planning Education Consultant at eMoney Advisor. She is an integral part of the internal and external financial planning education programs, as well as financial planning content development. Sasha won the 2020 Outstanding Symposium Practitioners' Forum Award from the Association for Financial Counseling and Planning Education. She previously co-authored “Apple Seed: A Student Guide to Pro Bono Financial Planning” and “All My Money: Change for the Better.” With 10+ years in financial education, Sasha received her AFC® designation in 2015 and graduated with her master’s degree from Texas Tech University in 2012. Sasha lives near Dallas with her spouse, two sons, and many financial fat cats.