Financial Industry Topics

Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health
Based on their latest book, Drs. Brad and Ted Klontz show that self-destructive financial behaviors stem not from a lack of knowledge or failure of will, but from subconscious forces that lie beneath our awareness. As financial advisors and counselors, those beliefs in clients can impede creating a healthy long-term future for them. The Klontzes discuss the most common money scripts, how to identify them and how to overcome them to get your clients back on the right track.

Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists
More than 80% of financial consumers say they leave their providers because they don’t feel understood. We teach you how to apply advanced psychological techniques to develop a more successful Financial Professional’s practice.

The Financial Wisdom of Ebenezer Scrooge: Why Smart People Do Dumb Things With Money.
Your clients know they should save more, spend less, and follow your expert advice. While it seems that many times clients do things that aren’t sensible, if we understand their psychological roadblocks, we can get a clear picture on what’s driving the dysfunction and employ proven techniques to help them to correct it. (watch video here)

Money Disorders: What Every Financial Advisor Must Know
Learn about the 12 most common money disorders- their causes, their signs, and their cures.
9 Proven Techniques for Helping Clients Get Out of Their Own Way
What do you do when your clients don’t follow through on your advice? Research has shown that your natural response will make them LESS likely to change than if you had never tried to help in the first place. Learn 9 proven techniques to help clients get out of their own way and on the right track.

Consumer Topics

Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health
Do you overspend? Undersave? Or just make bad financial decisions? Let’s face it—most of us have complicated, if not dysfunctional relationships with money. Based on their latest release, Mind Over Money, Drs. Klontz discuss the most common money disorders through real-life stories of the many people they’ve treated over the years. You’ll learn techniques and exercises they’ve used to help their clients overcome their disorders and enjoy a healthier, happier relationship with money.

The Financial Wisdom of Ebenezer Scrooge: Why Smart People Do Dumb Things With Money."
Discover the root of your self-limiting financial behaviors and learn proven tools to help you achieve lasting financial peace and prosperity. Ebenezer Scrooge left behind his miserly ways and transformed his financial life, but it took a little help. Follow Scrooge’s 5-step method to transform your own. (watch video here)

Relationships & Money: (Psssttt, It’s not about the money)
Money is the #1 area of conflict for couples. Disagreements over money are actually conflicting beliefs about money. We show you how to discover your hidden money beliefs and develop a true financial partnership. (watch video here)

Relationships

Quantum Relationships: Taking Your Relationships to the Next Level
Your ability to influence others is determined by the degree to which they feel understood by you. This presentation explodes some communication myths and provides proven alternatives.

The 10 Commandments for Extraordinary Relationships
Learn the 10 key relationship components and skills that can radically improve the quality of any relationship.

Maintaining Your Identity While Letting Go: The Process of Radical Forgiveness
We are told that we must forgive, but there are very few road maps of exactly how to do so- especially when we have been deeply hurt or betrayed. Here you’ll learn the esoteric skill of forgiveness through exercises and direct experience.

Trauma

Trauma: What it is, What it does, What we can do about it”
There are now technologies that show us that trauma actually changes how the brain operates. The same way that a virus interferes with the functioning of a computer, trauma interferes with human behaviors. This experiential presentation highlights the latest information about reversing the effects of trauma. (watch video here)