The Practitioner in the Room

​How emotional and behavioral intelligence can strengthen the work you do with clients

​Every client relationship carries two sets of patterns into the room, the client's and the practitioner's. How you experience uncertainty and approach risk, make decisions under stress and respond to emotion, and how you communicate shapes what you notice, what clients reveal, and where conversations get stuck.

​The technical side of financial advice is becoming increasingly commoditized. Yet the parts of money that are hardest to navigate are often deeply human: relationships, behavior, and identity.

​At the same time, money shows up constantly in therapy, but many clinicians receive little training in how to talk about it.

​Clients are often underserved in the space between the two.

​In this interactive 60-minute workshop, Calibrate’s Nick Ashburn and Moraya Seeger DeGeare, LMFT, bring financial advisors and therapists together around the same client case. We’ll explore what each profession notices, what each might miss, how our own patterns shape the way we respond, and what changes when we have greater insight into the psychology of the people we serve.

​Participants who complete their Calibrate GrowthProfile in advance can use their own results during the workshop, though it is not required. You can take the assessment here: https://www.calibrate-intelligence.com/assessment?template=8d553dd0-44b2-4ccd-8bae-41c6ef3ef79f&tenant=calibrate

​About the facilitators

​Nick Ashburn
Founder and CEO, Calibrate

​Nick Ashburn founded Calibrate to help individuals, couples, and families navigate the emotional, relational, and technical complexity of modern financial life. Combining behavioral finance, clinical psychology, and financial planning with adaptive technology Calibrate provides service providers and their clients a shared, data-driven way to improve financial health and well-being.

​Previously, he was a Managing Director and led Responsible Investing at PNC Asset Management and served as Senior Director at the Wharton School, where he also co-hosted “Dollars & Change” on SiriusXM's Business Radio channel. A former Fulbright Scholar, Nick has worked across venture capital, international development, and academia, and now co-hosts the HomeEc podcast with Moraya. He holds a master's in education and human development from the University of Pennsylvania, a graduate certificate in financial therapy from Kansas State,  and a bachelor's in international political economy and German from Belmont University.

​Moraya Seeger DeGeare, LMFT
Co-Founder and Chief Clinical Strategist, Calibrate
Licensed Marriage and Family Therapist (LMFT)

​Moraya Seeger DeGeare helps financial leaders and clinicians understand how trust, attunement, and emotional intelligence drive measurable outcomes, in the therapy room and the advisory relationship alike. As Chief Clinical Strategist at Calibrate and a licensed marriage and family therapist, she translates clinical psychology into practical frameworks used by advisors, therapists, and the teams who train them.

​Certified in Emotionally Focused Therapy and co-founder of BFF Therapy, Moraya specializes in the intersection of behavioral science, intimacy, and financial decision making. She co-hosts the HomeEc Podcast and has been featured in Forbes, NPR, Good Morning America, Refinery29, and other national and international media for her work on the emotional undercurrents of money, relationships, and identity. Licensed in North Carolina, New York, and Minnesota.