Jason Interviews Dr Susan McCarthy on her insights into the emotional dimension of wealth management. With over 22 years of experience and recently named by Barron's as on of the "Top 100 Women Financial Advisors" in the United States, she knows that the world of money is a world of emotion, and she gives us plenty of examples and approaches to honor that fact-beginning with really sitting down and listening to a clients needs, wants, and the story surrounding the life transition that usually precedes a financial transition. In addition, Dr McCarthy explains how, in her experience, the way people relate to money and how they behave around it is a mirror for how they relate to other aspects of their lives-and how critical that awareness can be for life coaches in serving their clients’ needs.