Do your clients self sabotage?
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.
You have provided excellent service but the client’s beliefs and experiences are controlling their actions. They’re experiencing discomfort and none of us enjoy that.
Money coaching, and the understanding of client money behaviour it provides, enables you to help the client at a deeper level.
I provide 1:1 and group training for financial advisors and planners to help you give your clients the best life.