56 min

#130 Lea Schodel XY Adviser

    • Business News

Are you a Financial Adviser who wants to better understand Money Coaching and how you can incorporate this as part of your value proposition?
What if you had the tools and skillset to help clients overcome a negative relationship with money?
Lea Schodel fully transitioned from Financial Adviser to Certified Money Coach in June 2018. She’s the yoga teacher, wellness coach and creative entrepreneur blending health and financial wellbeing through her location independent business Mindful Wealth.
In this episode, Lea shares her journey and explains how she’s using Money Coaching to help people take ownership of their financial decisions.
Episode highlights:
9:45 – How are you blending yoga and financial coaching?
10:40 - Choice architecture and taking ownership of decisions
22:00 – Why there’s no scope for innovation in the current advice industry
27:40 - How can Advisers add money coaching to their offering in an over-complaint industry?
32:15 - What does your money coaching process look like?
44:30 – Understanding clients with money archetypes
Show Notes:
Lea Schodel LinkedIn - https://www.linkedin.com/in/leaschodel/
Mindful Wealth - http://themindfulwealthmovement.com
Lea Schodel - http://www.leaschodel.com/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

Are you a Financial Adviser who wants to better understand Money Coaching and how you can incorporate this as part of your value proposition?
What if you had the tools and skillset to help clients overcome a negative relationship with money?
Lea Schodel fully transitioned from Financial Adviser to Certified Money Coach in June 2018. She’s the yoga teacher, wellness coach and creative entrepreneur blending health and financial wellbeing through her location independent business Mindful Wealth.
In this episode, Lea shares her journey and explains how she’s using Money Coaching to help people take ownership of their financial decisions.
Episode highlights:
9:45 – How are you blending yoga and financial coaching?
10:40 - Choice architecture and taking ownership of decisions
22:00 – Why there’s no scope for innovation in the current advice industry
27:40 - How can Advisers add money coaching to their offering in an over-complaint industry?
32:15 - What does your money coaching process look like?
44:30 – Understanding clients with money archetypes
Show Notes:
Lea Schodel LinkedIn - https://www.linkedin.com/in/leaschodel/
Mindful Wealth - http://themindfulwealthmovement.com
Lea Schodel - http://www.leaschodel.com/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

56 min