$350.00 USD

Every month

7 day trial
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Wealth Alignment Mastermind

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

You receive expert guidance to help you differentiate your practice with an exceptional client experience. Together, we help you build the skills and confidence to attract and close your ideal prospects.

Our common goal in this community is helping financial advisors apply behavioral finance concepts, so they can turn client resistance into results and become known for the transformation they create.

What you’ll get:
  • Live coaching calls twice a month where we discuss difficult client cases from you and other advisors. 
  • 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.
  • 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.

Calls are held the first and third Wednesdays at 3 pm Eastern / 12 pm Pacific.