Helping Clients Change Financial Habits from the Inside Out


Program Description:  Clients have historic money habits that often are on “unconscious auto pilot.” It’s great when these habits drive prudent financial behaviors, but what about the ones that tend to sabotage a client’s financial future? Common client challenges will be conveyed, with easy-to-use communication techniques adapted from the therapy world that help them “mindfully” make needed modifications.

    • How to introduce the topic of money habits and the forces that drive them;
    • The good news about neuroscience and how that impacts financial planning (and how to convey it to clients);
    • Recognizing and communicating strategies to manage common money emotions and thoughts;
    • 3 Steps to heighten client awareness of their historic patterns;
    • Questioning techniques to gain client cooperation and commitment in their financial plan recommendations.

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