Lifting the lid on money coaching – which has nothing to do with cash flow

A big thank you to XY Adviser Amie Baker for joining us live to lift the lid on money coaching and walk us through the process she takes her clients through, and how she weaves it into the financial advice process.

We managed to fit a tonne into 60 minutes. Here’s a few takeaways that stood out from this discussion:

💥 The money coaching process including the Money Quiz, the Money Bio, the eight archetypes and sparking self-awareness to shift destructive behaviours

💥 The language and tone clients use will uncover a lot about their current behaviours, mindset and relationship with their money

💥 The trigger that led Amie to becoming a certified money coach

💥 How Amie weaves money coaching into the financial planning process

💥 Where advisers can go and the resources they can find to start exploring money coaching and thinking about how they might incorporate it into their own process

💥 How Amie charges for her money coaching offering

Here is a list of books Amie has read and recommends if you are keen to explore the world of psychology and neuroscience relating to how we make decisions and the behaviours and mindset we adopt:

• Money Magic by Deborah Price
• Breaking the habit of being yourself – Dr Joe Dispenza
• Becoming Supernatural – Dr Joe Dipenza
• Thinking Fast and Slow – Daniel Kahenman
• Nudge – Richard Thawler
• MisBehaving – Richard Thawler
• Letting Go – David R Hawkins MD, PHD
• Change your thinking – Sarah Edelman PHD

Here is the money quiz from Amie’s website you can check out – https://rekabadvice.com.au/take-money-type-quiz/

Amie’s website – https://rekabadvice.com.au/

You can reach out to Amie direct on XY HERE or email her at – Amie@rekabadvice.com.au