$350.00 USD

Every month

7 day trial

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Wealth Alignment Mastermind

In this community you’re going to have access to a behavioral finance expert – a CFP® and licensed therapist.

I provide expert guidance to help you work more effectively with complex clients and build the confidence to attract and close your ideal prospects.

Our common goal in this community is to teach financial advisors the skills to navigate the emotional complexity of wealth in client relationships, so they can turn client resistance into results and become known for the transformation they create.

What you’ll get:

Ask questions and get direct advice from me, a CFP® and a licensed therapist, about any and all client cases you have that are difficult for you.
A Behavioral Finance Foundations class to help you understand what’s actually happening in your clients’ internal world when they avoid action or sabotage their goals.
Live coaching calls twice a month where we discuss difficult client cases from you and other advisors.
The opportunity to connect with financial advisors across the country who are using behavioral tools to deepen trust, grow their practices, and deliver transformational outcomes.