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Author: Don Obrien

Do Advisors Need a Financial Therapist on Their Team?


Scott Tobe always had an interest in psychology and considered entering the profession before he joined his father’s financial advisory firm 20 years ago. 

Now the CEO of Signature Financial Planning in Pittsburgh, Tobe began noticing certain clients had “repeating patterns of behavior” that clearly were harming their financial situation. He wanted to reach out but was frustrated because none of Signature’s advisors were trained therapists.

“I…



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