Are you a Life or Business Coach, or perhaps a Financial Planner or Accountant and have clients who can’t seem to get on top of their money position or achieve their financial goals despite their greatest of intentions?

I heard a statistic the other day that approximately 90% of all financial plans created are relegated to a drawer within 9 months of being prepared by a Financial Adviser and are not followed through or revisited. I’m curious if this has been your experience with your clients you have worked with in the past.

Over the past 30+ years of me working in the finance industry, I have repeatedly seen clients who have the best of intentions to improve their financial position and have a strong desire to build a property portfolio to be a self funded retiree, however they have’t been able to make the changes they desire.  There have been even more who have engaged Business Coaches or have undertaken expensive training programs only to see results that were short lived, or at times the resources have actually remained untapped into.

After undertaking training to be a Certified Money Coach (CMC)®, specialising in the money behaviours of clients, I have learnt this could be due to the conditioning they received when they were children, which is deeply imbedded into their subconscious and as a result, has became their default money behaviours without them even realising it.

Without uncovering and acknowledging these money patterns, people often will automatically default back to what is in their subconscious and will feel like they can never create change.

It’s very important to address and replace these behaviours with more empowering ones, prior to working on the practical side of money, so they are more likely to create lasting change, transforming their relationship with money and finally achieve their financial goals.

I’d love the chance to discuss how your clients could benefit from exploring their past money patterns and behaviours to then achieve better outcomes from working with you. Please let me know if you are interested in having a chat about how we could partner to have a rewarding outcome for both you and your client.

Food for thought: I wonder how many clients you have in your database that could benefit from Money Coaching, that in turn would result in a more effective result for your clients, once I have worked with them to help identify what could be sabotaging their (and your) efforts.

Location is not an issue as I have the ability to work with clients remotely via Zoom.