Services and Workshops for Advisors

wlg service advisorEvery 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.

Trainings 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.

Contact Us to learn more about how we can build your retention of current clients and bridge your relationships with their beneficiaries

Broad Spectrum: A Unique Mastermind for Women Advisors  

Ladies, it is time to value yourselves fully for the unique skills and talents you bring to your work as an advisor!  YOU are innately qualified to be exceptional as an advisor in ways that may surprise you.

If you are ready to broaden your practice and maximize your strengths, all while decreasing your stress, this mastermind is for you.

Join us if you want to have a blast expanding your business from your values and using what comes most naturally to you.

Click here to learn more and to apply to join our next mastermind

Money and Mindfulness Intensive: Where Quantitative meets Qualitative for Maximized Results 

You are well versed in what structures and documentation and planning need to be in place to maximize financial opportunities, equalize out estates, and mitigate taxes.

Unfortunately, what you've also experienced far too often is how families can be ripped apart when a parent dies and beneficiaries have not been adequately prepared for the roles they find themselves in. The heartbreaking statistic is that 70% of wealth transfers fail. By learning more about how to assist families in transitioning their intangible assets you can do much to avert destruction and help to maintain family harmony across generations. 

Click here to learn more about how you can assist your clients in beating those odds by registering for our next intensive

Workshops to Deepen your Understanding of the Qualitative Side of Money

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 ...