In this conversation, I explore the psychological barriers that clients face in making financial decisions, emphasizing the role of emotions and limiting beliefs. Through real-life examples, I illustrate how these factors lead to self-sabotage and offer a framework for financial advisors to help clients recognize and overcome these patterns.

This discussion highlights the importance of understanding the emotional underpinnings of financial behavior and provides practical tools for fostering healthier relationships with money.

Chapters

00:00 Understanding Client Fear and Self-Sabotage

11:12 Transformative Coaching: A Case Study

13:26 The Money Narratives Clearing Method

18:36 Recognizing Patterns and Limiting Beliefs

Resources:

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