Financial Planners, Advisors, and Firms
Between the Numbers Services
Stand out from your competitors by weaving interior finance throughout all phases of client engagement. Our services include:
Office Hours
Vertical Integration
Interior Finance Discovery
Money Mindset Office Hours
Do you ever look at your schedule and say to yourself…
“Oh, I’m not looking forward to my 2:00 pm appointment. This couple cannot agree on their shared goals, and they bicker. It’s just difficult to make any progress.”
This service is an opportunity to talk through challenging client situations and needs with an expert. Being able to discuss and work through specific challenges can make all the difference in client retention and client relationships. Topics can include:
Client motivation and getting clients to take action.
What to do when one person in the couple is disengaged.
Recognize and work with client anxiety.
Couples who don’t share the same goals.
Appointments include regular, monthly office-hours or on an as needed basis.
Cost: $240 per hour
Between the Numbers – Vertical Integration Consulting
Offering a suite of services to help advisors, planners and firms incorporate, interpret, and apply financial psychology and behavioral finance into all aspects of client engagement - from prospect to discovery to long term client. Offered on a one-time or on a regular basis.
This service could include:
Reviewing current onboarding processes, including which psychometrics and assessments to include, to make sure you’re capturing crucial client information beyond the numbers.
Helping you identify what interior finance services you want to incorporate based on overall mission and philosophy.
Providing monthly articles about a financial psychology topic and/or webinars for staff and clients on a pertinent financial psychology and behavioral finance topic. For example, “How adult ADHD affects money management “ or “Financial dependency and enmeshment. What they are and how to address them.”
Given that this is an a la carte menu, prices will be discussed during the initial phone call.
Interior Finance Discovery for Financial Professionals
There are clients who have complicated feelings about wealth and who can barely make progress (you know who they are!).
If you haven’t done your own interior financial work, how do you really know if your beliefs about money are not impacting client progress, client outcomes and relationships? Understanding your personal interior finance can revolutionize your work.
A series of four 75-minute appointments, using research-based interventions, will help you:
Know your dominant money scripts and where they might show up in your work with clients.
Feel confident in introducing behavioral finance using your own experience as a guide.
Go through a process that is both professionally helpful and personally enjoyable – often with a healthy measure of humorous-self-reflection.
Cost: $960
Clients who struggle with their interior conflicts about money will find you compassionate, understanding and that you really “get” them. And for those clients who need more extensive exploration of their interior finance, you will be able to confidently make a referral and speak authentically about the value of the interior finance exploration process.
Want to know how Money Mindset Consulting can help you?
Book now for a free consultation phone call to discuss the possibilities.