Connecting with Clients

Helping organisations truly connect with their clients.

Money Coaching for Organisations

If your organisation deals with clients and their money, then the Money Coaching framework will give you a unique insight into your clients’ patterns and behaviours around money. Working with front-line staff or with clients directly, Cambridge Money Coaching offers a variety of training programmes that help you to understand the complex interactions of money and emotions. This will support all aspects of your client relationships and show you how to truly understand what drives client behaviour. This knowledge will prove invaluable when helping clients to manage sudden wealth (inheritance, divorce, widowhood, liquidity events), as well as preparing for wealth transfers.

Typical client issues

Do you have clients who:

Don’t complete the paperwork no matter how many times you explain the process to them?

Are struggling to make decisions at times of deep stress such as widowhood or divorce?

Bicker amongst themselves in front of you?

Want to start wealth planning but cannot talk about money with their family?

Cannot change their spending patterns even though it will bankrupt them?

Keep changing their minds about what they want?

Do you want to know why some clients need constant support and others are fine with a yearly update?

Do you want to know how to convert every prospect to a lifelong client?

Money coaching gives you a framework for understanding how people make decisions. In particular, we explain how money behaviours originate, how to work best with each type of client, and how to help clients make better financial decisions. If you want your prospects and clients to leave each meeting thinking “That’s the best conversation I ever had about money”, then contact us to find out how Money Coaching can help.

Services include:

Certificate in Behavioural Money Coaching – understand the psychological and emotional aspects of money and how they affect client’s financial choices. This training is designed to help the adviser and the client to work together to form a deeper understanding of the patterns and behaviours which often derail the client’s ability to achieve their financial goals. This course is offered in partnership with The Money Coaching Institute and can be structured as a 2 day workshop or delivered online over 5 weekly sessions of 2 hours.

Certificate in Behavioural Money Coaching – Training Overview

Understanding Client Money Behaviour – this interactive half-day workshop will give you a unique insight into how your clients think and behave around money. Drawn from material covered in the Certificate of Behavioural Money Coaching, this workshop covers the following key areas:

  • How we think and behave around money
  • How to understand client money behaviour
  • Strategies for working with different types of clients
  • How to have ‘real’ money conversations with clients

What are attendees saying:

“Dennis provided a ‘whole team’ training session for us and, from this, the feedback has been excellent. Those who are client facing were able to link behaviours that have been seen in clients, and those that are quite new to our profession could begin to understand why clients need to have experts and professionals working with them to manage their emotions, behaviours and their expectations.

The presentation was pitched at a suitable level for all members of the team and provided a good mix of information and education which can only be beneficial for all the team.” – Colin Low, Managing Director and Chartered Financial Planner, Kingsfleet Wealth

This workshop is held every month and the cost is £110 per participant. For further details, please click here.

Client Events and Seminars – Money Coaching integrates the latest research from the fields of neuroscience, behavioural finance, and behavioural and cognitive psychology to produce a comprehensive understanding of ‘Money and the Mind’. Let Dennis Harhalakis give your clients unique insights into how they think and feel around money, and how this can help them make better decisions, reduce anxiety and other negative emotions, and communicate in healthy ways. Popular topics include:

  • Money and Couples
  • Money and Kids
  • Money Coaching for Small Business Owners
  • Understanding our Money Behaviour
  • Managing Sudden Money
  • Money and Families – Understanding Wealth Transfers

Dennis Harhalakis talks about Money Coaching to WealthBriefing

Get In Touch

Interested in learning more? Please fill out the contact form or email us and we will get back to you shortly.

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    Presenting to the Chartered Institute of Securities and Investments