My journey from financial adviser to coach - NextGen Planners Podcast Interview

My journey from financial adviser to coach - NextGen Planners Podcast Interview

I recently had the pleasure of being interviewed for one of the NextGen Planners Podcasts. 

If you haven’t heard of NextGen Planners, check it out. It’s a community founded by young financial planners, focused on creating an informal way for young advisers to share ideas, best practice and develop skills outside of the profession. Adam Carolan, one of the founders, asked me about:

•    My journey from financial advice to financial coaching 
•    How financial coaching differs from financial advice
•    The way I work and types of clients I work with
•    The training courses I offer
•    My advice to younger financial planners

You can listen to the full podcast, or just the part where I talk about my training. But, to save you time (it's a long one!), click below to read some of the key points of the interview...

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WOW - Women of the World - Festival

WOW - Women of the World - Festival

Happy International Women's Day!

I'm getting really excited about taking part in the WOW Festival this weekend. I'll be there 3-4pm on Friday as part of a panel discussing risk, exposure and resilience. And also delivering a worksop 'Getting Personal with Finance' 3-4pm on Saturday, where I'll be taking women through the 7 Laws of Sheconomics and answering audience questions.

Passes for the festival are now sold out, but come and see me if you're there! @WOWtweetUK #WOWLDN

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7 Laws to Improve your Relationship with Money

7 Laws to Improve your Relationship with Money

Are you interested in creating a money breakthrough in your life or business?

I'm excited to be taking part in a fabulous FREE online event, run by my friend Helen Vandenberghe, alongside 19 other experts. My interview airs on Wednesday 27th August at 10am GMT, so register now to tune in! Register at http://www.getclientsfast.net. Or use this link to direct you straight to the teleseminar: http://instantteleseminar.com/?eventid=57994617.

My session will help you discover how to:

  • Apply the 7 Laws of Sheconomics to your business
  • Challenge your emotions and beliefs about money
  • Embrace looking at the numbers
  • Make your money fit with your life plan
  • Break the taboo of talking
  • about money
  • Take action to secure your future

And there's a special offer for those who tune in on the day.

Register now at: http://www.getclientsfast.net. Or go straight to http://instantteleseminar.com/?eventid=57994617

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The Expert Tele-Summit On Improving Your Business

Need a boost to get your business moving?

 

I would love you to join me for the Expert Tele-summit on Improving Your Business. This is a FREE conference held over the phone over September 17 – 19. So you can dial in from the comfort of your home or office, and download the recordings if you can’t make the call. I am speaking on Thursday 19th September at 3pm BST about How to Improve your Relationship with Money and your Business using the 7 Laws of Sheconomics.

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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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