Services and Workshops for Advisors

wlg service advisorsEvery 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

Latest News

Money Types will Assist or Derail Financial Conversations"Valerie" (not her real name to protect her privacy), newly engaged to Bob who has two children from his prior marriage, is meeting with Bob and his long time male estate-planning attorney. The...
Jamie writes: "To truly calculate your net worth, you must consider all of your assets. Now, let me be clear, as a coach and a consultant to some of the world's wealthiest people, I am not simply talking about real estate, jewelry, or other types of ...

Recent Blogs

This week, I'm turning 50 and I thought the best gift I would receive was finishing the first draft of my book, Thrive & Help Thrive. The concept of the book is the more we leverage our True Net Worth (our talents, trusts, treasures & time) t...
​The number one concern we hear from our clients is the worry that their wealth will negatively impact their children and grandchildren, causing them to be spoiled, entitled, and to lack motivation.Questions like these are keeping thoughtful parents ...