Money coaching services for financial professionals
What stops your clients from living their best lives is the clients,
not the money.
Money Coaching will change that.
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.
What happened?
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.
3 ways I can help you to help your clients
Understanding Client Money Behaviour Workshop
This half-day workshop will give you a unique insight into how your clients think and behave around money. The workshop is accredited by the Institute for Financial Wellbeing and attendees receive a certificate for 3 hours of CPD. Full details are in the link below.
Behavioural Money Certificate for
Financial Professionals
This training is designed to help planners and advisers work with their clients to form a deeper understanding of the patterns and behaviours which often derail the client’s ability to achieve their financial goals. The course can be delivered as 2 half-day workshops or 5 weekly sessions of 2 hours.
Certified Money Coach Training
Becoming a Certified Money Coach will elevate your client relationships to the highest possible level. You will be able to:
- Understand client money behaviour
- Have open money conversations
- Support clients going through change and transition
- Reduce the impact of your own biases
Compare the options
Money Behaviour Workshop
- 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
| £110 per person |
|---|
| Half-day |
| Individual or group. Minimum 5; maximum cost £1000 per group |
| Online or in-house |
| 3 hours CPD + Certificate |
Behavioural Money Certificate
- 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
| £599 per person |
|---|
| 2 x half-day or 5 x 2 hour sessions |
| Group only – minimum 5 participants |
| Online or in-house |
| Certificate |
Certified Money Coach Training
- 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 & 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 & strategies for change
- Setting up a money coaching business
- Personal coaching for understanding your own money story ($800 extra)
- Money Coach Certification
| US$2500 per person |
|---|
| 16 x weekly 2 hour sessions + external work |
| Individual or group. Rolling 16 week programme. |
| Online only |
| Coaching Certificate |
“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.” – Tony Duckworth, Managing Director at R.A. COWEN & PARTNERS
“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.” – Nikki Gajoo-Frielinghaus, CFP, Founder of Opulentus Wealth Management (Pty) Ltd
Client Events and Seminars
Cambridge Money Coaching can 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. When you understand and manage your behaviour around money, then you can understand and manage the money in your life. Click the link below to see our list of most popular topics.
Financial Wellbeing Webinars
Supporting employee wellbeing is fundamental to the success of any organization. Cambridge Money Coaching has been delivering workshops and webinars since 2019, and our unique content is based on our experience in helping people to understand and manage the money in their lives.
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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