Practice Management: Practical Financial Tools to Help Your Divorce Clients Get Unstuck

2.5 (2 votes)

Recorded On: 01/03/2023

Your role as a CDFA can often feel overwhelming. Being able to avoid burnout and taking on the big emotions of your clients is crucial in your role as a CDFA. Instead of carrying all the weight on your shoulders to move your clients beyond the point of feeling indecisive and stuck, it is necessary to lean on evidence-based tools and resources. Attending to the emotional side of a client’s brain as well as the logical side of the brain can often be equally important but it is often tough to attend to both when we, as professionals, are wired a certain way. In our time together we will demonstrate a number of practical tools that can be used today to help your clients be in a better mind-frame for decision-making and feel more confident and competent throughout the divorce process.

Jen Schimbeno

Co-Founder, Parent Team

Parent Team

Jen has over a decade of experience in financial planning with a focus on supporting individuals, businesses, and families. Jen's focus is on helping clients modify behaviors to help them course-correct their financial paths. Additionally, Jen has found a passion for supporting families who are going through restructuring. She has been able to satiate that calling by becoming an accredited trained Financial Neutral for the Collaborative Process. To help further her knowledge and ability she has also been trained as a mediator. Jen believes that when people are given the skills and tools for difficult challenges in life, both they and their children are better equipped for success. She and her husband are partners of their wealth management firm, Blackmore Financial Solutions and she is also the Co-founder of Parent Team.

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Recording: Practice Management: Practical Financial Tools to Help Your Divorce Clients Get Unstuck
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Open to view video. Your role as a CDFA can often feel overwhelming. Being able to avoid burnout and taking on the big emotions of your clients is crucial in your role as a CDFA. Instead of carrying all the weight on your shoulders to move your clients beyond the point of feeling indecisive and stuck, it is necessary to lean on evidence-based tools and resources. Attending to the emotional side of a client’s brain as well as the logical side of the brain can often be equally important but it is often tough to attend to both when we, as professionals, are wired a certain way. In our time together we will demonstrate a number of practical tools that can be used today to help your clients be in a better mind-frame for decision-making and feel more confident and competent throughout the divorce process.
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