Learn how to guide clients to discover what drives their relationship to money and how to change those dynamics to create greater, more meaningful lives.
This two-day course dives into peoples’ actual decision-drivers and unexamined biases toward money, using listening exercises and storytelling based on The Seven Stages of Money Maturity philosophy. You’ll learn how to guide clients to discover their decision-making processes, biases, and assumptions around money, so they can work with you to create greater agency and meaning in their lives.
Many financial planners and their clients struggle with understanding what keeps clients from following through on financial plans and advice. This course teaches you to help them uncover their unexamined financial habits and give them a deeper understanding of what drives or could drive – their relationship to money. When clients understand more about why they make financial decisions, and can discuss those issues, you can work with them to make more empowering financial plans.
After going through a series of listening exercises and learning from stories that demonstrate the Seven Stages progression, you’ll be able to recognize each stage in your clients’ situations and be able to offer your best planning and support for each unique combination. You’ll become a better listener and will learn how to more deeply understand clients’ – and your own – attitudes, biases, and habits around money.