"I was hoping we would be taught approaches and tools to help with coaching, guidance on structuring sessions and the cycle of helping a client. The coaching course has far exceeded my expectations. We were in a small group of six students plus Simonne, Jo a psychotherapist and Anne who has wide experience of coaching. We were given a large resource pack, that is organised clearly, each day is outlined with the tasks and materials for the day and the exercises are timed meticulously.
At the beginning of the course, we individually outlined objectives we hoped to achieve. The course has been structured so half the learning is through practical exercises to embed the knowledge and skills we are being taught, as daunting as this has been at times, it has been the most the challenging and promising part of the course. It has alleviated any fear and anxiety you face as a new coach when you are reframing a client’s negative narrative into a more a positive outlook, whilst asking open non-directive questions to uncover motivation, responding or addressing emotional responses or triggers and then leading the client to their own solutions which are informed by financial knowledge – to effect meaningful behavioural change.
Simonne has a wonderfully warm and engaging manner, sharing her contagious enthusiasm and passion for her work. Clearly so much thought has been given on how best to share her knowledge in a way that is easy to follow - despite our different professional backgrounds, experiences and intuition.
The resources and templates that have been honed during Simonne’s 17 years of coaching are shared to maximise learning and effectiveness in coaching, are made available to us all via dropbox afterwards so we can share them with clients.
I have learnt so many transferable skills and benefitted in my own personal development, I will be taking these reflective work practices to other areas of my private and professional life, such as active listening, reframing, and examining any self-limiting beliefs I might have."
I'm just back from another incredible WOW event, this time for the first Women of the World Festival in Exeter.
It's such a privilege to be asked to run a workshop on my favourite topic at such a prestigious event and to have such an engaging audience to talk to. There is something quite magical about WOW - being part of a movement that both celebrates the incredible achievements of women and girls, as well as talking through some of the tough subjects that get in the way of our success or of achieving our full potential. My workshop was called 'Getting personal with finances' ...
It’s all well and good for me to tell you what my Financial Coaching Training course is like from my point of view, but the best person to give you a real insight is someone that has done it. I asked one of my trainees (who has just begun practicing as a Financial Coach) to tell her story.
What made you want to become a Financial Coach?
I wanted to help others with their financial journey. Training opportunities were limited but through my research I found Simonne’s website and did a bit of reading around her philosophy and her work. The turning point for me was when I listened to her podcast and I felt like I was listening to a kindred spirit and it was then that I decided to train with Wise Monkey Financial Coaching.
How did you feel when you arrived?
I was nervous when I turned up on that first day, I wasn’t really sure what to expect! Would it be all chalk and talk? Would I be able to keep up? Well, I needn’t have worried at all! Simonne was so warm and welcoming that all my fears and nerves just disappeared.
What was involved in the training days?
We covered so much in the few days. I learned ...
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...
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
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.
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.
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…
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…