29 min

Episode 1: Enhancing Your Client Experience Through Behavioural Money Coaching | Ashley Mahadeea, Amie Baker, Cara Mollica & Jacqui Henderson AFA Gen Next Podcast

    • Business

In the very first episode of the AFA Genxt podcast, Ash is joined by three incredible entrepreneurs in the financial advice industry; Amie Baker, Cara Mollica and Jacqui Henderson to discuss how behavioural money coaching will enable you to get to the heart of your clients’ goals.

As the financial advice industry & the role of the adviser evolves, and with the industry moving more and more towards a profession based on client values and goals as opposed to products, how do you build and nurture relationships to create real & transformational results for your clients?

In this episode, Amie, Cara and Jacqui discuss just that. You will learn how to unlock what is holding your clients back from achieving financial success, how to guide and support them in creating awareness of their money blocks, how to tackle limiting beliefs and how to change their language to one that is more empowering.’

In the very first episode of the AFA Genxt podcast, Ash is joined by three incredible entrepreneurs in the financial advice industry; Amie Baker, Cara Mollica and Jacqui Henderson to discuss how behavioural money coaching will enable you to get to the heart of your clients’ goals.

As the financial advice industry & the role of the adviser evolves, and with the industry moving more and more towards a profession based on client values and goals as opposed to products, how do you build and nurture relationships to create real & transformational results for your clients?

In this episode, Amie, Cara and Jacqui discuss just that. You will learn how to unlock what is holding your clients back from achieving financial success, how to guide and support them in creating awareness of their money blocks, how to tackle limiting beliefs and how to change their language to one that is more empowering.’

29 min

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