Utilising money coaching and soft skills to uncover clients' true goals and values_ INSPIRE_12.08.21

Join Jacqui, Amie and Cara, three heart centred entrepreneurs in the financial planning industry for a workshop where you'll learn how to use behavioural money coaching to get to the heart of your client's goals.



On the back of the first AFA Genxt Podcast on "Enhancing Your Client Experience Through Behavioural Money Coaching", we get Jacqui, Amie and Cara to workshop behavioural money coaching in more detail. You will learn how to unlock what is holding your clients back from achieving financial success, how-to guide and support them in creating awareness of their money blocks, sabotaging and limiting beliefs and how to change their narrative to one that is more empowering.


You can create the best financial plan in the world, but unless you have identified the heart of your client's goals and they have positive and empowering thoughts, beliefs, patterns and mindsets around money, it will be very challenging to see true financial success for your clients.


Set yourself up as a leader in the industry by learning the skills you need to support your clients in obtaining true success whatever that means to them.

Utilisingmoneycoaching