Financial Advice Reimagined

COACHING BETTER FINANCIAL BEHAVIOURS TO IMPROVE LIFELONG MONEY RELATIONSHIPS AND CREATE MORE SUSTAINABLE ADVICE BUSINESSES

Relationship
With
Money

• Our emotional relationship with money is complex
• Money makes us anxious
• What drives our emotional relationship with money
• The four money scripts

Money
Beliefs and
Behaviours

• Money beliefs and decision-making flaws
• Money achetypes
• money behaviours and attitudes

Behavioural
Advice
Alpha

• What are clients looking for?
• Advice alpha and behavioural coaching
• The benefits of advice aren’t just financial

Being
The
Coach

• Advisers are already acting as the coach
• Formally implementing a coaching approach
• Illustrative coaching-based process

Start
Implementing
Now

• Conclusions and next steps