Useful

resources for financial professionals

Free Coaching Questions Guide

A Must Have For Any Financial Professional!

Discover The 59 Questions That Will Transform Your Relationships With Your Clients!

Discover how to help your clients make powerful shifts in their relationship with money.

Engage your clients into some deep conversations and open up a pathway to deep exploration around their values, their money stories and their beliefs.

Gain access to the most powerful questions you can use to transform their relationship with money

Create a deeper and more meaningful relationship with your clients

59 Questions
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Access tools to embed financial coaching into your work as a financial professional

How to increase your value proposition, the impact for your clients, and your business income.

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“I thought I knew all about money as a financial planner but truly understanding a person's money beliefs and values adds something very special to a relationship with a client and that is when truly amazing changes become possible.”

michelle lambell

– Michelle Lambell, Financial Planner & Certified Financial Coach –