On-Call, Expert Advice From A Financial Therapist On How To Be Successful With Your Most Difficult Clients
Join A Team of CFP Pros® Led By A Behavioral Finance Expert Where We Collaborate On Difficult Cases And Help Your Clients To Make The Best Decisions For Them (And Your Business)
You love helping people but you often see some of your clients sabotaging themselves.
You're A Skilled CFP Pro®, But Some Of Your Clients Are Their Own Worst Enemy
Over and over you give them the plans, the budgets, and you help them to choose the right investments. But it seems like they're wired for self-sabotage and you want to know how to get them out of the cycle.
You Have Clients Who Are Caught Up In Family Or Marital Conflicts That Result In Silly Decisions... Or No Decisions At All.
You have couples who can't agree on their savings and investment strategies, and ultimately fire you because they can't resolve their issues. Or you find yourself wasting time waiting for years-long conflicts to resolve.
Over and over you're end up with clients who don't use your advice, and ultimately you lose them.
You Want To Be As Truly Exceptional As The Top 1% Financial Advisors.
You have the degrees, you have the financial skills to give solid, life changing advice.
But it seems that the top 1% advisors have learned something different, and that's why they always attract the referrals you dream of.
It's because they've spent decades developing a set of skills that just aren't taught anywhere in school, and that's why the best clients trust them the most.
BOTTOM LINE
You need to understand WHY people make poor financial decisions, not just what decisions they should make.
This way you can make a life-altering difference in every client you work with.
Here's A Career-Altering Offer For You:
What if you could have your own Behavioral Financial Expert on call for any client situation, who can turn you into a "financial whisperer" who always knows how to create outstanding results?
Sound too good to be true? It's not.
It's here already and this is your opportunity to join.
Here's the truth about being a financial planner in 2025...
There's a TON of very similar choices your customer can make when it comes to retaining a CFP Pro®.
Artificial Intelligence Is Going To Reduce Your Rates Because It Can Give The Same Advice As A Competent Financial Advisor
Soft Skills Have Never Been More Important For CFP Pros® Like You, Because These Are The Skills That Cannot Be Replicated By A Machine Or Other Advisors.
..and that’s where the Ask A Financial Therapist Community Comes In!
The Only Combination Behavioral Finance Training AND Comprehensive Consulting Community Of Its Kind
Step #1
Learn the tenets of Behavioral Finance in just 3 lessons, so you can start to think and respond like a financial therapist when you see your client struggle.
Step #2
Bring your tough cases to the community, where you'll receive professional advice from a financial therapist, retired CFP Pro®, and behavioral finance expert....
...as well as other CFP Pros® who want to help you.
Step #3
Use your newly upgraded behavioral finance skills and advice tailored to every client situation to create outstanding results for everyone, and grow your high net worth client base while everyone else competes for lower income, lower results with AI.
With The Ask A Financial Therapist Community You Have The Skills And Support To Take Your Advice To A Whole New Level.
The Ask A Financial Therapist
Community
Here’s everything that’s included:
START YOUR FREE TRIAL7 DAY FREE TRIAL
Try this community for seven days and if you don't see value, you can cancel before you are billed a single dollar.
Here’s exactly what you'll get in the The Ask A Financial Therapist Community:
Part 1
Behavioral Finance Foundations Training
- A 3 module training that helps you begin to think like a financial therapist. No degree in therapy required!
- We cover the fundamentals that sit behind why people make decisions - and often make decisions that do not serve their own best interests
- We also cover how to work with yourself, your reactions, and your words in every session to help to get to the root of your clients' concerns and create for them a life-changing path towards generational wealth and security
Part 2
The Consulting Community
- A community led by me, Joy Slabaugh, a former CFP and now a financial therapist, where you can bring your tough cases for specific strategies and advice
- A group of other CFPs who are all learning behavioral finance foundations, and have years of their own experience, who can also help and whose problem clients you will learn from, too
- Guaranteed answers or strategies for any specific question or client situation within 3 business days
Part 3
The Behavioral Finance Coaching Calls
-
Twice monthly coaching calls where you can get live help and support on applying your new-found knowledge to help your clients get outstanding results
- Live support from me, a financial therapist, and other experienced CFPs who are in the community alongside you
This community has everything you need to build the strongest behavioral finance and soft skills in the industry, and stand out among your peers and someone who gets all their clients outstanding results.
I'm Joy Slabaugh, Creator Of The Ask A Financial Therapist Community

During two decades in the financial planning industry, I worked as an advisor to multi-billion dollar clients, trained and coached hundreds of advisors, piloted what is now one of the largest digital advice offerings in the world, and obtained the CFP® designation and a tax law degree. Through this, I encountered nearly every frustration that exists with clients. Including those folks who don't take action that's in their own best interests.
I became obsessed with solving this problem.
After thousands of hours of training, another graduate degree, a therapy license, and experience as a financial therapist, I discovered it’s actually a very solvable problem.
And I'm excited to share with you what I've learned.
The Ask A Financial Therapist Community
Learn how to help even your most challenging clients make the very best financial decisions for themselves and their families.
Here’s everything that’s included:
START YOUR FREE TRIALWhen you join The Behavioral Finance Foundations And Consultation Community, you’ll have….
1.
A new foundation in behavioral finance, taught to you by a financial therapist, that gives you deeper insight into why your clients make choices and how you can influence them for the better.
2.
A CFP pro® community, led by a financial therapist, where you can bring your challenging cases to develop specific strategies that will help you get the best from them and for them.
3.
Regular coaching calls where you can develop the best behavioral finance "soft skills" in your industry.
The Ask A Financial Therapist
Community
Here’s everything that’s included:
START YOUR FREE TRIALStill not sure? I’ve got your back.
If you decide that this learning community isn't useful, that my nose ring is annoying, or that you just want to focus on the numbers and not provide deeper advice to your clients, you can cancel anytime before the free trial ends and you won't be charged.