Month: November 2021
Ep 68: I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael

Ep 68: I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael

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For many, the pandemic has triggered varying degrees of stress, anxiety and depression. Addressing it in the context of an advisor/client relationship can be uncomfortable. What can you do when emotional health becomes part of the conversation? 

In this episode, Laura Gregg and David Partain talk with Dr. Chloe Carmichael, a clinical psychologist whose focus is stress management, relationship issues, self-esteem and coaching. Dr. Chloe shares some simple and supportive ways to recognize, acknowledge and talk about emotional health issues with a client.  

Dr. Chloe discusses: 

  • When does anxiety move from normal to a problem? 
  • Talking about it is a sign of health: Acknowledging, supporting, normalizing
  • Social anxiety: Tips on re-acclimating to in-person events 
  • How to use social media to get a copy of her most recent book
  • And more

Resources:

Connect With Dr Chloe Carmichael:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

​​Dr. Chloe Carmichael holds a doctorate in Clinical Psychology from Long Island University. Her private practice focuses on stress management, relationship issues, self-esteem, and coaching. She is the author of Nervous Energy: Harness the Power of  Your Anxiety (St Martins Press, 2021).

 

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Ep 67: GenX. They Need You. Now. – With Michael Labos

Ep 67: GenX. They Need You. Now. – With Michael Labos

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They are misunderstood, neglected and in a precarious situation. Why are so many financial planners not actively engaging with Gen X? 

In this episode, Laura Gregg and David Partain talk with a champion of the Gen X investor. What issues are challenging this generation and why should advisors pay attention? Michael Labos CFP®, CCFS®, and Principal at Gen X Wealth Partners, shares his passion for understanding the values, goals and behaviors of Gen X, and what they urgently need from you.

Michael discusses: 

  • The Gen X need and opportunity 
  • Why you have to use the “B” word 
  • Navigating the college planning process 
  • And more

Resources: 

Connect With Michael Labos:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Michael Labos is the principal at Gen X Wealth Partners and has more than 15 years of experience in the financial service industry. He understands that investing is more than just focusing on risks and return – it’s about your values, goals, beliefs, and a voice wanting to be heard. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Michael helps analyze every aspect of his clients’ financial lives. This includes assets, liabilities and cash flow budgeting, current insurance coverages, and investments.

 

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