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TRAINING A NEW TYPE OF FINANCIAL ADVISOR
Putting people at the center of what you do.
You care a lot about your clients and you want to offer the services that would really change their life for the better. However, people don't change as easy as the numbers on the spreadsheet do. Maybe you have found that your clients don't stick to the plan you've laid out for them. Perhaps you sense that other life issues are getting in the way of their financial goals. Sometimes, you just feel stuck.
Relational Money will help you engage compassionately with your clients and give you the skills and tools you need. Learn to engage with your clients in holistic, therapeutic, evidenced-based approaches and take your work to the next level with our Financial Therapy Skills 101 training.
For Professionals: Welcome
For Professionals: Testimonials
For Professionals: Quote
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