Want to train to become a financial coach?

Want to train to become a financial coach?

I’m still buzzing from our training last week, taking six trainees through our five-day Financial Coach Practitioner Certificate programme. We had a great mix of participants - including one who travelled from Mozambique to join us – and from different professional disciplines.

It was wonderful to work with Jude Kutner again, our training consultant who helped me turn my methodology, tools, resources and experience into a powerful experiential training that was interactive and fun. Everyone received focused feedback to enable them to build and consolidate their skills throughout the week. The feedback we’ve received has been incredible and I felt such immense pride seeing the transformation in each of the trainees as their confidence and skills expanded.

I’m very excited…

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Understand your relationship with money

Understand your relationship with money

Last night, I delivered a workshop in Brighton where I got everyone talking about their relationship with money. It was playful and fun – not what people would expect from a workshop about money!

It involved lots of exercises including one where I drew a tea pot and asked: ‘If money came to tea how would it behave? What would it wear? What would it say?’ This revealed some of their unconscious thoughts and messages about money….

Everyone loved playing the…

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What stops you from having the most fulfilling life?

What stops you from having the most fulfilling life?

I’m still buzzing from the Financial Life Planning conference, which took place in London at the end of January. The minute I walked into the conference room it felt like a family gathering. There was a sense of familiarity, warmth and openness there, and I felt a sense of belonging that’s not usual in the world of financial services!

I was also excited about having a chance to participate in a panel discussion covering how I’ve integrated Life Planning into my work ...

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Spring clean your finances

Spring clean your finances

We’re all for setting realistic, achievable goals so here’s a simple springtime challenge for you.

Pick one of these 10 suggestions and decide to do it. If it helps find a friend or partner, pick a task you both need to do and do it together. Sit down one evening, open a bottle of Rioja and browse price comparison websites together. Or take turns to help sort each other’s paper mountains over a packet of chocolate biscuits.

Do whatever you need to do to make the tasks more palatable and then decide on one action - one small sweet step at a time. Never underestimate the power of doing what you say you’ll do…we guarantee it will put a spring in your step.

So, are you ready ...?

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Would it be all right with you if life got easier?

I’ve found myself mentioning Maria Nemeth’s work quite a bit to clients recently. She wrote a compassionate and empowering book in 1997 called ‘The Energy of Money’ and she talks about success being ‘doing what you say you’re going to do in life, with clarity, ease, focus, and grace’.

The same goes for financial success. In other words, it’s not about how much money you have in the bank, or invested in property, pensions and ISAs. Or anything to do with where you go on holiday, whether your kids are privately educated and whether or not you can afford a cleaner or shop in Waitrose. It’s about moment by moment decisions where you do what you said you were going to do with money, with clarity, focus, ease and grace.

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