My point in sharing my story above with you is that we all
have a money "story" - messages or incidents from our past that informed how we feel
about money and how having it (and more to the point) not
having, makes us feel about ourselves, and your clients are no different. Their feelings, emotions and thoughts surrounding money can lead to behavior that's sometimes problematic and that can affect your bottom line.
With my Solutions-Focused approach, you can uncover the core of your clients "money story" affecting how they feel
about money, how they prioritize and make decisions about investing, spending, saving, making and sharing it. These thoughts, generational attitudes and beliefs around money were formed long they even realized the importance. These clues, gone unnoticed, can lead to relational issues between your client and yourself as a trusted financial advisor.
Contact me today for a brief consultation to learn how you can enhance your knowledge of the emotions and psychology of money and how it can benefit your practice.