Episode Overview
In this conversation, I explore the psychological barriers that clients face in making financial decisions, emphasizing the role of emotions and limiting beliefs. Through real-life examples, I illustrate how these factors lead to self-sabotage and offer a framework for financial advisors to help clients recognize and overcome these patterns.
This discussion highlights the importance of understanding the emotional underpinnings of financial behavior and provides practical tools for fostering healthier relationships with money.
Watch here:
Chapters
00:00 Understanding Client Fear and Self-Sabotage
11:12 Transformative Coaching: A Case Study
13:26 The Money Narratives Clearing Method
18:36 Recognizing Patterns and Limiting Beliefs
Resources:
Get my FREE book ‘It’s Not About The Money’
Take the Money StoryTypes® Quiz
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Become a Certified Financial Coach
Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide
