As a financial advisor, you spend a lot of time helping clients understand their money behaviours and develop healthier relationships with money. This webinar is designed to hone your ability to recognize troublesome mindsets, so you can help clients retrain their brains for optimal financial well-being.

The session will cover:

• The anatomy of a healthy money relationships
• Understanding where some money behaviours come from
• How to coach clients to develop healthier money mindsets.

Join CI Advisor Consulting’s Practice Management team where you will learn to deepen your client relationships by understanding where their money mentality comes from, and how you can coach them to a happier, healthier financial future.