It’s Not Money’s Fault
We evolved to get our needs met through living in communities. Now we are asking money to do that.
Making Sense of Money Behaviour
All money behaviour has a reason. Would you like to understand yours?
Numbers Don’t Tell The Story
We create our own meaning from numbers.
What Does Money Mean To You?
Money means different things to each of us. It's crucial to understand what money means to your clients.
Understanding Money & Chainsaws
Most people were never shown how to understand or manage money. Start here.
Talking about Money
When it comes to money conversations, it’s never just about the numbers.
How to understand client risk tolerance
To understand you clients risk tolerance, you need to understand their money history.
What really drives money behaviour?
Client money behaviour is driven by cognitive distortions, not biases.
What holds you back from change?
Change can feel hard. Often, the blocks are internal.
Do your clients get cold feet?
Clients can get triggered during money discussions. This is how to help them.
