Are you a Financial Adviser who wants to better understand Money Coaching and how you can incorporate this as part of your value proposition?
What if you had the tools and skillset to help clients overcome a negative relationship with money?
Lea Schodel fully transitioned from Financial Adviser to Certified Money Coach in June 2018. She’s the yoga teacher, wellness coach and creative entrepreneur blending health and financial wellbeing through her location independent business Mindful Wealth.
In this episode, Lea shares her journey and explains how she’s using Money Coaching to help people take ownership of their financial decisions.
9:45 – How are you blending yoga and financial coaching?
10:40 – Choice architecture and taking ownership of decisions
22:00 – Why there’s no scope for innovation in the current advice industry
27:40 – How can Advisers add money coaching to their offering in an over-complaint industry?
32:15 – What does your money coaching process look like?
44:30 – Understanding clients with money archetypes
Lea Schodel LinkedIn – https://www.linkedin.com/in/leaschodel/
Mindful Wealth – http://themindfulwealthmovement.com
Lea Schodel – http://www.leaschodel.com/
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We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.