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This page is under development for the Behavioral Coaching for Financial Professionals course soon to be offered by the Money Coaching Institute in Petaluma, CA.
1. Discuss the role of the history of money
2. Understand the gap between financial solutions and behavioral issues
3. Understand the concept of unconscious inherited family behaviors
4. Learn the inner-workings of our brain functioning and how it’s relevant to money
5. Learn how to help clients explore fears using the three questions process
6. Identify and work with the 8 Money Archetypes
7. Analyze money memories and identify own ‘core’ money issues
8. Learn key listening skills
9. Apply powerful Money coaching questions and frameworks for inquiry
10. Learn how to explore a client’s financial patterns and their origin
11. Explore and develop effective client questioning skills to uncover deeper issues for clients
12. Acquire a new framework for reviewing a client’s cash-flow and allocation of resources
13. Learn powerful strategies to work with the 8 Money Types
Deborah Price is the Founder and CEO of The Money Coaching Institute, which provides money coaching and training to both individuals, couples and corporations. A former financial advisor for over twenty years with firms such as Merrill Lynch, Mass Mutual, AIG and London Pacific Advisors, Deborah left the financial industry to pioneer the field of Money Coaching.
Coping with money issues, both practically and psychologically, continues to be a major life struggle for millions of people and yet, there is very little help available. As a result, people often manifest money patterns, beliefs and behaviors that prevent them from experiencing their full financial potential.Deborah has developed a unique, step-by-step coaching program that helps clients move beyond barriers to their personal and financial success. As a result, client's experience renewed hope, confidence, and enhanced financial success.
Through education and awareness, Deborah is committed to empowering others around money, both personally and practically. She is the author of Money Therapy an Money Magic: Unleashing Your Potential for Wealth and Prosperity; and Start Investing Online Today. She has appeared on numerous radio and television shows throughout the United States and is considered a leading expert in her field. She resides in Northern California.
Vice President, Education - Money Coaching Institute
Bio information about Shags (and more) is available at https://moneycoachshags.wordpress.com/
Dave Won, Founder/CEO, Budget Captain, Certified Money Coach (CMC)®
