Money Coaching services for financial professionals
What stops your clients from living their best lives is the clients, not the money.
You’ve gone through the numbers, you’ve weighed up the options, the plan has been agreed. But then… they don’t sign the paperwork. Or they go with a less effective option. They change their minds, or simply don’t respond.
What happened?
You provided great advice and excellent service, but the client’s beliefs and experiences are controlling their actions. They’re experiencing discomfort and that is blocking them. Money is more than just numbers, and we can’t expect to solve what may be an emotional or behavioural problem with only a financial solution.
Money Coaching is a framework for understanding money behaviour. When you understand what drives a client’s behaviour, you can talk to them about their money in a way that is aligned with how they themselves think about their money. This elevates your conversation – and hence your relationship – to the highest possible level.
3 solutions to help you and your clients
Understanding Client Money Behaviour Workshop
You will learn about:
- Origins of money patterns and beliefs
- Money behaviour basics
- Identifying different client money-types
- Money questions and having open money conversations
- Building trust
- Applying money coaching principles to the planning process
- Understanding your own biases
Behavioural Coaching Certificate for Financial Professionals
You will learn about:
- The Mind and Money: neuroeconomics and the origins of money patterns and beliefs
- Understanding inherited Family Patterns
- Understanding and working with different client moneytypes
- Red Flags/Indicators
- Powerful money coaching questions & frameworks for inquiry
- Identifying underlying money patterns and behaviours
- Determining the “Core” money issues
- Developing a plan & strategy for change
- Understanding your own biases
Certified Money Coach (CMC)® Training
You will learn about:
- The Mind and Money: neuroeconomics and the origins of money patterns and beliefs
- Understanding inherited Family Patterns
- Understanding and working with different client money types
- Red Flags/Indicators
- Powerful money coaching questions and frameworks for inquiry
- Identifying underlying money patterns and behaviours
- Determining the “Core” money issues
- Guided process for working with practice clients
- Live client coaching
- Strategies for healing money trauma
- Strategies for managing client’s emotions
- Developing a plan and strategies for change
- Setting up a money coaching business
- Personal coaching ($800 extra)
- Money Coach Certification
We have found Dennis’s approach to money coaching and helping financial planners make clients feel safe during meetings invaluable, and highly recommend his coaching for all financial planners.
The Behavioural Coaching Certificate provided a real insight into how the mind works with regards to our relationship with money. I was really engaged through the course and found it very worthwhile.
Money coach training has transformed my client relationships. Through learning how to understand client money behaviour, have open money conversations, explore difficult topics and listen without judgement, I am able to build deep connection and support my clients at a whole new level.
Client Events and Seminars
Are you looking for unique content for your client events?
Cambridge Money Coaching has a range of talks on understanding money behaviour that will give your clients insights into making better decisions, reducing anxiety and communicating in healthy ways.
Financial Wellbeing Webinars
Supporting employee wellbeing is fundamental to the success of any organisation. Cambridge Money Coaching has been delivering workshops and webinars since 2019 and our unique content combines insights into the emotional as well as the practical side of money. We help people to understand and manage the money in their lives.
Contact Cambridge Money Coaching
If you would like to discuss any of our services, please complete the enquiry form or book a call.