Business is Personal Class

CLASS 1 OVERVIEW

As advisors our money mindset is a powerful tool that complements the knowledge and expertise we bring to our clients.

But have you ever stopped to think about how your view of money shapes the advising and entrepreneurial journey?

Our money mindset represents our attitudes and set of core beliefs that we hold about money. It shapes what we believe we can – and can’t do with money – and it also shapes what we think others should – or shouldn’t do – with money.

DYK that 61% of women would rather talk about their own death than taxes? It’s time to change the narrative which means it’s time to change the way we support women along their personal and entrepreneurial financial journeys.

This class is all about understanding the power of our money mindset, exploring and awakening pieces of ourselves that we may or may not be aware of, and creating a more connected advising experience for the women entrepreneurs we serve.

In this class you’ll learn:

• Learn why financial literacy is more than numbers
• Learn about your money mindset and the impact it has on your journey as an advisor
• Learn how to help entrepreneurs clarify personal goals to set business goals
• Learn more about the role of personal finance in business

From exploring our awareness, knowledge, skills, attitudes, behaviours and lived experiences around money, we’ll learn to look at our clients – and their businesses – through a new lens.
So let’s get our minds into thinking about some of our own beliefs about money.

What level of skill do I need?

The program is suited to new and seasoned advisors. The program is designed to help you understand the concepts and how to apply them to your advising services. The goal isn’t to turn you into a banker or an accountant and you do not need a background in accounting, finance, or be strong in math to succeed. You’ll see why once we get going!