Understanding client money behaviour

Using Money Coaching skills to understand client money behaviour and build trust and connection.

This workshop is suitable for anyone who handles client finances or helps clients with their financial matters. Money Coaching is a framework for understanding how people think and behave around money. Having this understanding helps them to make better decisions, reduce anxiety and communicate in healthy ways.

We all want to help our clients to understand and manage the money in their lives – this workshop will show you how you can do this.

What will you learn?

  • The origins of money patterns and beliefs
  • What drives client money behaviour
  • Strategies for identifying and working with different types of clients
  • Understanding client money blocks
  • How to have open money conversations with clients
  • How to build long-term trust and connection around money
  • How to recognise and manage your own biases
  • Insights for working with clients at each stage of the planning process
  • How to support clients going through life transitions
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What Participants are Saying

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
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.
Colin Low, Managing Director and Chartered Financial Planner, Kingsfleet Wealth

Interesting, informative and practical session which really helped me think more deeply about what clients need to feel comfortable, safe and trusting of financial planners and, most importantly, take action.

Ruth Sturkey, Chartered and Certified Financial Planner, Chair – Institute for Financial Wellbeing

  • Live interactive workshop

    Online and in-house options available

  • Active participation and an open Q&A

    With a limited number of places for maximum learning and interaction

  • Real-life examples

    Incorporation of real-life examples and client success stories

  • Opportunities for coaching & role play

    Practice techniques for having open money conversations

  • Complimentary 1-hour follow up session

    Explore any aspect of the workshop and how Money Coaching can help you and your clients.

  • Investment

    £110 per participant. Discounts are available for block bookings of 5 or more people. IFW members and Next Gen Planners are eligible for a £15 discount.

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Woman giving a presentation to a group of people sat on chairs
Serious man in glasses headphones sit at workplace desk talks through videoconference, take part in online stream communication use laptop, lead business negotiations remotely. Videocall event concept

CPD for Financial Professionals

The workshop is accredited by the Institute for Financial Wellbeing and participants will receive a certificate for 3 hours of CPD.

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FAQs

The workshop starts at 09.30 and finishes at 12.30. There are 2 breaks.

Full payment is required when booking the workshop.

The workshop is subject to a minimum number of 5 participants. In the event of insufficient numbers, Cambridge Money Coaching reserves the right to cancel the workshop. In the event of cancellation by Cambridge Money Coaching, participants will be offered a place at a future scheduled date or a full refund of the workshop fees.

If you wish to cancel or amend your booking, please contact Cambridge Money Coaching. You may transfer your place to someone else free of charge. Cambridge Money Coaching will endeavour to support all requests in a reasonable and timely manner.

Discounts are available for block bookings of 5 or more participants.

IFW members and Next Gen Planners are eligible for a £15 discount.

Customised workshops are available for organisations that wish to have their own event. Please contact Cambridge Money Coaching to discuss your requirements.