Money Mindset Coaching for Goals-Based Advice

Amie Baker (Financial Adviser) and Cara Mollica (former Financial Adviser) have gone deep into the world of money mindset coaching to understand the neuroscience that drives our belief systems, our behaviours and our relationship with money.

Both Amie and Cara offer money mindset coaching to help people bring awareness to their self-limiting beliefs and self-sabotaging behaviours around money, and help them overcome these barriers and experience transformational results.

In this session, Amie and Cara spoke specifically about how advisers can add a money mindset coaching offer to their goals-based advice process to create better client outcomes.

Here’s what we covered:

• The floor in the fact-finding process
• How to identify your client’s financial set point
• Understanding your client’s money history and how it impacts them today
• Supporting your clients in overcoming sabotaging patterns
• Understanding how the subconscious mind works
• Incorporating money mindset coaching into your ongoing service package

Connect with Amie in the XY platform HERE

Check out Amie’s LinkedIn profile HERE

Visit Rekab Advice website HERE

Check out Cara’s LinkedIn profile HERE

Visit Savvy Wealth website HERE

Check out the Centsable and The Savvy Podcast HERE

Check out the Money Mindset Coaching for Goals-Based Advice Course HERE