Level of Complexity: Overview
The premise is simple: Your client isn't the problem; it is an unhealthy belief system and the relationship we and our clients have with money that matters. This workshop explores how money is viewed by both financial planning practitioners and their clients using both didactic and experiential processes. Two self-evaluation assessment tools (KMSI-R and The Money Script Log), theory, research, and a demonstration are used to discover personal beliefs about money. The planner will learn a beginning step to helping to facilitate transformation of negative beliefs and behaviors about money toward healthier belief systems.