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Showing 4 results for "MAI266;MAI259;SEM_STORY;MAI278;"
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Your Money Story client seminar
1/3/2024
Uncovering their unique history with money can help clients gain a deeper understanding of their relationship with money, and change any behaviors that might be interfering with their financial success.
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Your Money Story client worksheet
11/11/2022
A key part of discovering a money story is creating a money genogram. It’s like a family tree but instead of ancestry, the transmission of money messages instead traced.
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Your Money Story
11/11/2022
Clients can learn how familial attitudes and beliefs about money may influence their own financial decisions today.
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Your Money Story financial professional worksheet
11/14/2022
A guide to using our client worksheet, Your Money Story—What your past can reveal about your relationship with money (MAI259), which is designed to help your clients discover their money story.
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