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Understanding Money Types: A Course for Advisors

UNDERSTANDING MONEY TYPES: A COURSE FOR ADVISORS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 27, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPersonal Development
Course LevelBasic
Course Description

As advisors, part of the client relationship is balancing expertise and empathy. Money can be an emotional topic for some people, and understanding your clients' money types can help you serve them better and create a healthier, more productive relationship. 

Learning Objectives:


  • Identify the money types

  • Recognize the characteristics of each money type

  • Determine how understanding money types can be used in the client relationship

Understanding money types begins by understanding our own relationship with money. Take the money type quiz in advance here
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Robina Bennion

Robina Bennion
Certified Money Coach, CPA(retired)
[email protected]
(916) 761-3610

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Accountants need money coaching too.


With 25+ years of public accounting experience Robina stepped away from public accounting and into the role of a Certified Money Coach. In an industry where money is the focus of all the work she did Robina found there were very few conversations with clients about their money dreams, worries, and/or challenges. Who else is best poised to have these conversations and why aren't you? These are questions Robina helps her clients answer alongside of understanding their own money beliefs and behaviors and how that knowledge can support them in better engagement with their clients, employees, employers, or family.


The expectation is that accountants have it all figured out, bank accounts are balanced monthly, retirement is fully funded, and we are living large. The reality can be very different. Robina shares that she made my fair share of "mistakes" and now looks at those learning opportunities as a blessing. She uses her business knowledge, behavioral money coach training, and passion to support others in stepping into their money superpowers, create new habits/beliefs, and build a business/career (and bank account) that matches their DREAMS.


Want to learn more about Money Types and your Superpowers? Take the Money Type Quiz here


EXPERTISE

Certified Money Coach (CMC) ® 

Certified Business Archetype Coach

CPA (retired)

Ramsey Solutions Master Financial Coach

End of Life Doula

Yoga Teacher

About Our Presenter

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I AM A RELATIONSHIP COACH FOR YOUR SOUL, YOUR SELF, AND YOUR MONEY

I hold a place for you to invest in who you truly are, what you value most, and how you tend to yourself and the ones you love.

With a focus on belief infusion I help you bridge your goals and your reality, quiet the emotional storm inside, and transform your relationship with money.