Introducing the Human Centered Financial Method™
A LinkedIn Live Discussion with Chantel Chapman & Jacki Zehner
Join us for a 30-minute conversation introducing The Human-Centered Financial Method™, a new certification from The Trauma of Money™ Institute, in partnership with SheMoney™.
As AI increasingly absorbs much of the technical work across financial services, the competitive edge is shifting. The professionals who will thrive are those who can leverage the human capacities technology cannot replicate: building trust, deepening relationships, and serving clients in a more personalized way.
In addition to a technological shift, there is also a demographic one. What is being called "The Great Wealth Transfer" means that massive assets, estimated at $80–100 trillion, will move to younger generations, and especially to women. This has the potential to reshape investing, philanthropy, and financial power.
Financial transitions often accompany complex life transitions, inviting a new standard of practice, one grounded in both technical expertise and human capacity.
This brief session offers a first look into a new approach, anchored in years of pedagogical experience from The Trauma of Money™ Institute — and we will make a bold claim: it is the future of financial services.
This conversation is for:
Financial advisors and planners seeking to differentiate their practice
Wealth managers and private bankers navigating evolving client expectations
Insurance, mortgage, and banking professionals in high-trust client roles
Financial coaches and therapists integrating behavior and financial decision-making
Fintech and product leaders building more human-centered financial experiences
Professionals supporting clients through inheritance, grief, divorce, career shifts, and other major life transitions
Attendees will leave with:
A clear understanding of why human-centered practice is becoming the defining professional differentiator
Insight into how client psychology, trust, and relational skill shape stronger financial outcomes
A preview of the Human-Centered Financial Method™ and its core concepts
Details on the May 29 Park City day-long program
Early insight into the full certification program launching this fall