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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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