Ever wondered why two clients with similar situations get wildly different results? One follows your plan down to a T and moves closer and closer to their goals, the other may stick to the plan for varying lengths of time but inevitably sabotages themselves in one way or another.
Learn how to understand WHY clients behave in certain ways and how to communicate more effectively in order to uncover their true values and deepest desires. Arm yourself with tools to guide and support them through this journey.
Ultimately, helping your clients understand their financial history and their relationship with money will get them better results aligned with their values and goals, make them raving fans AND help you grow your business, serve more people and achieve your goals. It’s a win/ win for all parties.
We know you got into the industry because you deeply want to help and serve others. But, the educational requirements, trainings and resources for financial planners are heavily weighted towards the practical elements. You have the best technical training, however if you cannot effectively understand what is driving your client’s behaviour, the best financial plan in the world simply will not work.
This is why we Created the Money Mindset Coaching for Goals Based Advice Course.
Introductory Offer $1,997, now $1,497
Get to the heart of your prospect's true goals and increase your conversion rate
Be able to provide them with tools to change their patterns and behaviours so they do follow the strategy
Seamlessly incorporate this into your financial planning process
Understand why nothing has changed since your last review and your clients haven’t followed the strategy
Understand the science behind why people behave in certain ways around money and what's getting in their way
AFA CPD accredited -
Upon Completion you will receive 12 CPD hours.
Join Amie Baker, Director and Financial Adviser at Rekab Advice and Cara Mollica, Director of Savvy Wealth and former Certified Financial Planner®, both Money Mindset Coaches in an 8-week program which will catapult your effectiveness in serving your clients and skyrocket your biz.
We will work through the science behind the subconscious mind, how our brains work, human brainwaves, the fight and flight response and how this is related to people’s financial decisions. Why unknowingly, our financial history, our internal programming and conditioning and the thoughts we have on repeat are in the driver’s seat and dictating our financial reality.
You will learn how to get to the heart of your client’s values and goals, uncover where they are getting in their own way and sabotaging themselves and how to guide them to overcome this and ultimately lead them to better outcomes.
Here’s exactly what you’ll learn over the 8 weeks:
Module 1
Introduction and understanding the science behind the subconscious mind and how the brain works.
Module 2
Why it’s so important to support your clients in getting crystal clear on their values and goals and how to do this.
Module 3
Introducing the emotional fact find, understanding your client’s financial past, money history, stories, thoughts, beliefs, habits and behaviours.
Module 4
Soft skills - the key to unlocking your client's truth through understanding their narrative, language and body language.
Module 5
Releasing and re-programming money beliefs and how to guide your client through shifting and releasing old patterns through various tools to create and cement new habits and beliefs - part 1.
Module 6
Releasing and re-programming money beliefs and how to guide your client through shifting and releasing old patterns through various tools to create and cement new habits and beliefs - part 2.
Module 7
Incorporating money mindset coaching into the financial planning process and further understanding the benefits to the client and adviser.
Module 8
Bringing it all together, Q&A, wrap up and ongoing support.
I know you are probably tired of the continuous professional development and education. This is a completely different approach, never before offered to Financial Planners in Australia. It isn’t simply a theoretical course, you will go through the process yourself and with practice clients in order to fully understand how powerful it is and learn how to guide your client’s along this journey.
This will absolutely give you an edge with so many more tools to empower your clients. Imagine how amazing it will feel to be able to serve your clients on a deeper level and share in their incredible journeys.
Exceed Your Client’s Expectations, Skyrocket Your Biz and Attract New Clients by Becoming a Money Mindset Coach
Introductory Offer
$1,997
$1,497
We are committed to giving back and supporting others, for every registration we are lending $10 USD to individuals building business through Kiva. The beauty of Kiva is that by lending rather than donating, it creates an empowering partnership where individuals who otherwise couldn’t access finance are able to. We will also continue to re-lend the funds as they are repaid creating an even greater ripple effect. For more information about Kiva, click here.