Understanding Client Money Behaviour

Using Money Coaching skills to drive client engagement and improve their relationship with money

This interactive half day workshop will give you a unique understanding into how your clients think and behave around money. Using Money Coaching techniques and insights, you will learn how money patterns and beliefs originate, and how you can use this knowledge to fully support clients and build strong relationships.

Workshop Content

Participants will learn:

  • The origins of money patterns and beliefs
  • How to understand client money behaviour
  • Strategies for identifying and working with different types of clients
  • How to help clients uncover self-limiting blocks
  • Understanding sudden wealth events
  • How to have open money conversations with clients

REGISTER HERE TO ATTEND

What Participants are 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

Workshop Format

  • Live half-day interactive workshop split into 3 sessions
  • Active participation with zoom rooms
  • Limited number of participants
  • Open Q&A sessions
  • Incorporation of real-life client examples
  • Opportunities for in situ conversation coaching & role play

CPD for Financial Professionals

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

Who should attend

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 and this understanding helps people to make better decisions, reduce anxiety and communicate in healthy ways. We all want to help our clients understand and manage the money in their lives – this workshop will show you how you can do this.

Cost

The cost per participant is £110. IFW members will receive a discounted price of £95.

Discounts are available for bookings of 5 or more and customised workshops are available. Please contact Cambridge Money Coaching to discuss your requirements.

General Info

  1. Workshop timings
    • The workshop starts at 09.30 and finishes at 12.30. There are 2 breaks.
  2. Payment terms
    • Full payment is required when booking the workshop.
  3. Minimum numbers
    • 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.
  4. Cancellation
    • In the event of cancellation Cambridge Money Coaching will offer participants a future scheduled date or a full refund of the workshop fees.

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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