The March 2026 PridePlanners Knowledge Circle will be held on Tuesday, March 10th at 12 pm ET.
Guest speaker Joy Slabaugh will be presenting, "Harnessing Your Humanity: Deepening Your Relationships and Defending Your Practice from Digital Threats."
In a world where AI is replacing human interactions and where loneliness is epidemic, the ability to build rich, deep relationships is becoming a differentiator. By leveraging psychology, we can create transformational experiences for financial planning clients. In this interactive and engaging workshop, you will learn and practice two skills you can immediately apply with your prospects and clients to help them feel deeply understood by and connected to you.
Joy Slabaugh is a CFP® professional, licensed therapist, and educator specializing in the psychological and relational dynamics of wealth. With advanced degrees in taxation and mental health counseling, they bridge the gap between financial strategy and human connection, helping high-net-worth individuals, couples, and financial advisors navigate the complexities of wealth with greater clarity, purpose, and impact.
Joy’s expertise spans wealth management, behavioral finance, and advisor training, equipping financial professionals with the relational skills needed to build trust and deepen client relationships. They also work directly with ultra-high-net-worth individuals, guiding them through the emotional and identity challenges that often accompany significant wealth.
A sought-after speaker, consultant, and industry thought leader, Joy has worked with top financial firms and private clients, reshaping the way people think about money beyond numbers. Their work challenges the traditional wealth narrative, offering a more human, values-driven approach to financial decision-making. Whether through keynote talks, advisor coaching, or client consulting, Joy empowers people to align wealth with impact, ensuring their financial success creates lasting fulfillment and meaningful change.