Teaching Financial Advisors the Depth Behind Tools & Recipes

Published on November 3, 2026

When I introduce the emotional side of money to my financial planning students at Golden Gate University, the most common reaction is shock that it was never part of their formal education. “This is hard,” they say when I ask them to sit quietly with their own thoughts for a few minutes. If it is that hard for them, imagine how difficult it is for a planner without that practice to guide clients through their money issues.

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