Contact Info:

Telephone: +913-492-5267
E-mail:
ctrimble@heartofmoney.com

"The Heart of Money workshop opened my eyes to a whole new way to relate to money. A way that motivates me in a positive manner, helps me be responsible and successful with money. It's the best workshop on this topic I've ever taken. Coleen really knows her stuff."
LC Managing
Director

For Professionals


Heart of Money is highly beneficial to business people and can be adapted to fit your personal and/or organizational objectives.

People are emotional first and rational second when it comes to money!

Multiply the benefits with on-site training

Coleen can bring this program to your organization and train all of your financial professionals in the principles of Heart of Money. On-site training is a proven way to help financial professionals better understand their emotions surrounding money and financial issues so they, in turn, can work more effectively with clients.

It is our judgments and beliefs that often cause ineffective financial decisions, according to behavioral finance research. I can teach your financial professionals how to deal with dis-empowering beliefs - such as "I am not capable of making or managing money" - that create negative emotions in clients (and themselves) and cause them to ignore or postpone financial decisions.
Contact Coleen to see how this subject matter might be customized for your organization, whether in the format of on-site seminar & training, coaching, consulting, key-notes or presentations.

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