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

FREE Financial Coaching Masterclass

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Discover How To Unlock The Tools Needed To Make A Real Difference As A Financial Professional With The Financial Coaching Masterclass!

How your clients really make financial decisions using my exact 6-step Money Narrative Clearing® Method

How to monetise and integrate financial coaching into your business

How Financial Coaching can take your skills to the next level of emotional engagementwith your clients to create more meaningful conversations

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

Get The Proven Money Narrative Clearing® Framework To Transform Your Clients' Relationship With Money

IT’S TIME TO CREATE TIDAL WAVES OF CHANGE FOR OUR CLIENTS RELATIONSHIP WITH MONEY

Instant Access Self paced Financial Coach Learning Hub

Lifetime access to 30 self paced videos with accompanying workbooks and small steps of action to implement the learning.

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.

“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, Financial Planner & Certified Financial Coach –