Dr. Doug Daugherty & Dr. Tim Steenbergh
Financial Advising Session Rating Scale
Tools and Resources: Client Tool
August 2014
Description Log in to mark as a favorite
This simple, 1-10 scale assessment, allows advisors to quickly get feedback from clients about how a meeting has gone. It asks about the areas of relationship, goals, plan, and motivation. It is designed to help facilitate a conversation between advisor and client to better the relationship and to maximize communication about a client's goals, priorities, and needs as they relate to their relationship with their advisor.
About the Speakers
Dr. Doug Daugherty
Indiana Wesleyan UniversityDr. Douglas Daugherty is a licensed Clinical Psychologist with more than 20 years of clinical experience. He is a Professor of Psychology and Addictions Counselor at Indiana Wesleyan University, while serving as a program evaluator for several problem-solving courts and treatment programs. Dr. Daugherty also provides clinical supervision, assessment of missionary candidates and other consultation services. His current research interests include positive psychology, spiritual formation and philosophy of addiction. He is the founder of Grace House for Recovery, a faith-based recovery home in Marion, Indiana.
Dr. Tim Steenbergh
Indiana Wesleyan UniversityTim Steenbergh, Ph.D., is Professor of Psychology at Indiana Wesleyan University and co-founder of LifeData, LLC. In his role as a professor, he is committed to helping students understand the unique purposes God has for their lives, and the importance of developing their gifts for His kingdom. Dr. Steenbergh and his partners at LifeData have been creating new smartphone technology that allows researchers, pastors, and other professionals to better understand and encourage growth in the lives of those they serve.
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