Helping Therapy Clients (and YOU!) Find Career Clarity and Purpose ft. Suzy Welch

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Helping Therapy Clients (and YOU!) Find Career Clarity and Purpose ft. Suzy Welch

You’re a therapist, not a career strategist, right? That’s what I told myself for years—until the zillionth client sat across from me, looked me dead in the eye, and asked, “What should I do with my life?” Cue the record scratch. Let’s talk about why it’s time to add “career strategist” to your repoitiore… whether you ever planned to or not.

In a recent episode of the Love, Happiness and Success for Therapists podcast, I had the absolute joy of speaking with bestselling author, professor, and Oprah-favorite Suzy Welch about something we therapists are asked to do every day but were never really trained for: coaching therapy clients on what they want professionally and how to go get it.

Becoming a Career Strategist Inadvertently 

Let’s be real. We’re trained to diagnose and treat mental health conditions. Anxiety? Depression? PTSD? That’s our lane. But clients don’t come in saying, “Hi, I’d like a DSM-5-coded intervention today.” They say things like:

  • “I’m miserable in my job.”
  • “I feel like I’m not living my purpose.”
  • “Should I go back to school?”
  • “Why do I keep getting passed up for promotions?”

These are not pathology. These are existential dilemmas, deeply intertwined with identity, values, and—yep—career development. Enter: the work of a career and life coach… and the need for therapists to learn coaching skills.

Becoming You: The Framework Therapists Need to Know

What Suzy Welch has created in Becoming You isn’t just a book—it’s a map for purpose-driven career discovery. And best of all, it’s something you can use right now in your sessions.

Here’s the essence of her framework:

Step 1: Values Discovery

Most clients (and let’s be honest—most of us therapists too) aren’t walking around with a crystal-clear list of our core values. And yet, those values are the key to making aligned decisions. 

Suzy’s methodology includes a powerful tool called the Values Bridge, which helps clients identify what they truly care about—and, crucially, how much of that value is actually present in their current work or life.

This is huge for therapy clients who feel stuck but can’t articulate why. When a client discovers that their top value is “belonging,” but they work in a cold, cutthroat corporate environment, suddenly they realize there’s a values-conflict and everything clicks.

Step 2: Aptitude Awareness

Suzy introduces eight cognitive aptitudes that strongly influence how people thrive at work, such as:

  • Generalist vs. Specialist thinking
  • Brainstormer vs. Idea Contributor
  • Future Focused vs. Process-Oriented

Knowing your therapy client’s strengths and preferences helps you name the mismatch when something’s off. Are they a creative brainstormer trapped in a hyper-structured role? Are they a deep-diving specialist being asked to “just wear all the hats”? This knowledge doesn’t just validate their experience—it points the way toward better fit and hope.

Step 3: Closing the Gap

The magic happens when clients compare their values and aptitudes with the reality of their current professional life. That’s where the “aha” moments live. The framework supports clients in making small pivots—or sometimes bold leaps—toward more purpose-aligned paths.

And here’s where we come in: as therapists, we can support clients not only in uncovering this insight but also in working through the emotional resistance, fear, imposter syndrome, and identity shifts that inevitably show up when someone starts making real change.

Free CEU Training for Therapists!

4 Steps to Finding Your Niche
As a Therapist

If you feel like you’re on the verge of burnout, questioning your career path, or wondering why the work you once loved doesn’t light you up anymore — this is your moment to find clarity.

Learn how to align your strengths, passion, and expertise with a niche that fits who you really are and earn 1 CEU credit.

From Therapy to Coaching: A Shift in Scope and Power

Let me say something a little spicy: coaching isn’t therapy. Career transition coaching is not behavioral healthcare. If we try to shoehorn it into a medical model, we’re doing our clients—and ourselves—a disservice.

This kind of work lives beautifully under the coaching umbrella. It’s forward-looking. It’s action-oriented. And it’s something more and more therapists want to do—but feel is out of their scope of competence to offer without specialized training.

The good news? We can learn it. Suzy’s training through the NYU Institute for Purpose and Flourishing is a fabulous place to start. And it’s not just for clients’ sake. It’s for therapists who are feeling that existential “What am I doing?” whisper in their own ear.

Why Career Transition Coach Skills Matters

We’re in a moment—culturally, professionally, globally—where people are questioning everything. The Great Resignation didn’t just change LinkedIn statuses; it cracked open an entire generation’s hunger for purpose, alignment, and authenticity.

And as therapists, we are on the front lines. If we want to be truly effective—whole-person effective—we need to be as fluent in values alignment and aptitudes as we are in attachment theory and CBT.

That’s what makes you not just a therapist… but a transformational career strategist in disguise.

Let’s Develop Your Career Path

If you’re reading this thinking, Okay Lisa, I need this, but where do I start?—I’ve got you.

I created a free CEU training, 4 Steps to Finding Your Niche as a Therapist, and I would love for you to join me. It’s all about helping you get clearer, more confident, and more aligned in your own professional path. Because before we coach clients through their next chapter, we have to write our own. 

👉 You can sign up right here and earn 1 CEU credit when you complete the training and the knowledge check.

And hey—let’s stay connected. You can find me on LinkedIn, where I share lots of behind-the-scenes insights, podcast updates, and the occasional nerdy therapist meme.

Xoxo
Dr. Lisa Marie Bobby

P.S. If this conversation sparked something for you, would you pass it on? Share this article with a colleague, post it in your therapist group chat, or bring it to your next supervision session. We’re all in this together—and the more we grow, the better we serve.

Resources:

Hunter, J. E. (1986). Cognitive ability, cognitive aptitudes, job knowledge, and job performance. Journal of vocational behavior, 29(3), 340-362. https://www.sciencedirect.com/science/article/pii/0001879186900138

Scheel, M. J., Davis, C. K., & Henderson, J. D. (2013). Therapist use of client strengths: A qualitative study of positive processes. The Counseling Psychologist, 41(3), 392-427. https://journals.sagepub.com/doi/abs/10.1177/0011000012439427

Abroms, G. M. (1978). The place of values in psychotherapy. Journal of Marital and Family Therapy, 4(4), 3-17. https://onlinelibrary.wiley.com/doi/abs/10.1111/j.1752-0606.1978.tb00536.x

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