Every financial decision a client makes has an emotional component. If their emotions are not addressed then you may be challenged by documents going unsigned and important decision being avoided. We work collaboratively with advisors, to help your clients overcome the obstacles that may be standing in the way of their desired outcomes.
Services for Advisors
Consulting - for Individual Advisors and Teams
- Advisors improve their relationships with existing and new clients, more effectively becoming a trusted resource. They increase efficacy in handling complex family dynamics and emotionally charged issues that arise.
Women Advisors’ Group Consultation
- Women financial advisors come together to share best practices, and to support each other in seamlessly integrating the quantitative and qualitative aspects of estate and financial planning.
Trainings for Advisors
Know Who’s ListeningTM: Understanding and Working with Money Types
- Advisors benefit from this work in two distinct ways:
- Understanding their own Money Types and how they show up when working with clients
- Using Money Types with clients to increase advisor efficacy in client interactions and in clients’ ability to make and follow through with decisions.
Contact Us to learn more about how we can build your retention of current clients and bridge your relationships with their beneficiaries
Workshops for Your Clients