You give your clients excellent financial advice… so why do some of them ignore it or even defy it?
You have a feeling that your clients need something deeper, more than just sound budget advice or a wise investment strategy.
You’d like to help your clients with the emotional and relational sides of money, but that wasn’t part of your training.
AND ARE YOU TIRED OF...
Watching your clients struggle with emotional spending, money anxiety, and excessive debt?
Wondering how to turn clients from "good potential" to investing superstars?
Not having the tools to help clients through emotional money situations like divorce and widowhood?
If you answered "yes" to any of those questions
you are in the right place
Welcome to the Financial Dignity™ Movement!
I see you showing up day after day. Meeting with your clients; pouring your heartfelt advice out to them. You’re not just helping them with their money, you’re helping them with their lives.
You ask them about their goals, their dreams, their families. Not just to make small talk, but because you really care about them. You want them to succeed and thrive with their finances and in their lives.
You celebrate with your clients when they share their victories. You hold space for your clients, and hand them tissues, when they experience tragedy. To say that you are invested in them at a deep level is an understatement.
This is what sets you apart from your competition. There are countless financial professionals out there, but your clients come to YOU because of your heart-centered approach.
It’s not just your secret sauce, it’s who you are. A person of compassion, integrity, and honor. You’re always searching for new ways to empower your clients to do better with their money.
But sometimes you feel like you’re not doing enough to help. It breaks your heart to see some of your clients struggle repeatedly with the same issues, despite your wise advice.
I’m looking for heart-centered people like you to join the Financial Dignity Movement. I want to equip you with the tools you need to gain an in-depth understanding of the emotional and relational sides of money.
This is the missing ingredient you’ve been searching for.
HERE'S WHAT I HAVE FOR YOU
During this 8-week live training, you'll learn proven techniques to assist your clients with their emotional money issues. We'll cover the 7 Pillars of Personal Finance, plus divorce and widowhood. As a bonus, you'll have on-going access to 40+ videos and worksheets to use with your clients! (Approved for 9 CE's by the CFP Board)
This 60-minute video course uncovers the root causes of emotional money behaviors and gives practical tools to assist clients in overcoming unproductive financial behaviors. Learn how the subconscious mind, childhood narratives, and negative self-talk keep your clients from financial success. (Approved for 1 CE by the CFP Board)
This 60-minute video course highlights the most dangerous money mistakes clients make during divorce and widowhood. Learn the tools to help them make financial decisions they will be happy with in the long run. (CE credit through the CFP Board pending approval)
7 Pillars, LLC is a CFP Board CE Sponsor