ADVISOR MASTERMIND
6-Week Financial Psychology Bootcamp For Client-Centred Advisors 💡💰
For Financial Advisors Who Want to Transform Client Relationships & Future-Proof Their Business in a Rapidly Evolving Industry 📊💰
Does this cycle sound familiar?
Meticulous financial analysis → personalized recommendations → client enthusiasm → .... then months of implementation silence.... 🦗🫥
Financial advisors like you often tell me:
🤨 💬 "It's frustrating to watch clients repeatedly sabotage their financial future by not taking action on recommendations they claim to value."
🧐 💬 "I'm great at explaining the technical aspects, but something keeps blocking clients from following through, even when they understand the benefits."
😑 💬 "I'm spending more time managing client emotions than managing their portfolios."
The Hard Truth About Running An Advisory Business
As markets and technology evolve, your lasting value as an advisor increasingly lies in navigating the messy human emotions around money, the critical element that differentiates exceptional advisors from the rest. 🧠💸
Yet in a rapidly evolving industry facing:
- Technological disruption threatening traditional advisory roles
- Increasingly stringent regulatory demands
- The largest wealth transfer in history unfolding before our eyes
Most advisors remain dangerously unprepared for the psychological complexity of financial advising.
The Cost of Ignoring The Emotional Side of Finance
Every time a client fails to implement your recommendations, you're both losing:
- They miss critical opportunities to secure their financial future
- You waste valuable time creating plans that never materialize
- Your practice suffers from lower referral rates and client retention
- It becomes even harder to stand out in an overcrowded marketplace
Every unimplemented recommendation represents wasted expertise and missed opportunities for both you and your clients.
ADVISOR MASTERMIND
A first-of-its-kind, 6-week intensive program designed exclusively for advisors who understand that mastering the human side of finance will define the future of your industry. 🔑💭
This is an intimate, high-impact cohort, limited to just 10 advisors. Invitations are being sent privately, and any remaining seats will open to public registration on April 9th.
Update - *There are currently 3 SEATS REMAINING!
WHAT YOU'LL GAIN
This transformative program will give you the psychological insights and practical tools to:
✅ Recognize and address money anxiety before it derails your client relationships
✅ Build deeper trust that translates to higher follow-through rates and referrals
✅ Navigate emotionally charged conversations with confidence and skill
✅ Create a truly differentiated practice that clients value beyond portfolio returns
By addressing the human side of financial decision-making, you'll be able to increase client retention, drive engagement, and enhance implementation rates.
💬 What Fellow Advisors Are Experiencing...
"I can't express enough how impactful this experience has been. As part of a portfolio management firm that prides itself on high standards of client service, this workshop opened my eyes to the profound connection between money and our emotions."
"The value I’ve received has been tremendous for myself personally, as well as for my clients and our entire team at our practice. It’s changed the way we communicate and we continue to receive many comments about the level of care that our clients receive from us."
THE FRAMEWORK
✅ 6 LIVE Weekly Workshops (90 mins each)
Every Tuesday from May 6 - June 10:
🔹 Week 1 - Understanding Financial Psychology & Your Own Money Story 🔍
Discover the critical financial psychology patterns that sabotage even your best clients' decision-making. Using your own money story as a practical entry point, gain immediately applicable insights to identify and address the unconscious beliefs driving your clients' resistance to implementation.
By understanding the connection between personal money history and financial behaviour, you'll transform recommendations from "good advice" into actions clients actually take, enhancing both your value proposition and client retention from day one.
🔹 Week 2 - Trauma-Informed Financial Advising Framework ❤️🩹
Develop a deeper understanding of how psychological distress fundamentally shapes financial decision-making. Explore the neuroscience of how trauma affects the brain, recognize its subtle manifestations in client behaviours, and learn why standard advisory approaches can unintentionally reinforce harmful patterns.
This transformative workshop introduces a compassionate, trauma-informed framework that creates psychological safety for your clients.
🔹 Week 3 - Navigating The Psychological Impacts of Scarcity 🌿
Discover why even wealthy clients can remain trapped in scarcity thinking that drives poor financial decisions despite their balance sheets. Learn to identify the subtle psychological signals of scarcity mindset that manifest across all wealth levels and undermine long-term financial wellbeing.
This eye-opening workshop provides practical techniques to help clients transition from fear-based financial decision-making to confidence-driven wealth stewardship.
🔹 Week 4 - Values-Based Wealth 🌞
Help clients discover what truly matters by aligning financial decisions with personal values. Learn to craft powerful financial purpose statements that transform abstract goals into meaningful life missions, dramatically increasing client follow-through and satisfaction.
This workshop equips you to facilitate the pivotal conversations that transform "saving for retirement" into "funding my legacy of family security and community impact" — the exact shift that turns reluctant clients into enthusiastic implementers of your recommendations.
🔹 Week 5 - Beyond Resistance: The Psychology of Financial Follow-Through 🧭
This practical workshop equips you with a toolkit of evidence-based coaching strategies to move clients past emotional resistance and into implementation. Master the motivational interviewing techniques, powerful questioning frameworks, and accountability structures that form the foundation of a coach-approach to financial advising.
🔹 Week 6 - Internal Harmony: The Key to Client Financial Clarity 🧠
Explore the revolutionary Internal Family Systems (IFS) approach that explains why clients can simultaneously want financial security yet sabotage their plans. Learn to identify the conflicting "financial parts" within your clients that create confusion, procrastination, and inconsistent money behaviours.
This culminating workshop provides a practical framework for helping clients recognize and reconcile their competing internal voices around money.
✅ Comprehensive Implementation Workbook
This resource is filled with practical exercises and tools to immediately integrate what you learn.
✅ Exclusive Small Group Experience
Connect with other like-minded advisors committed to evolving their practice.
Program Details
📅 Dates: May 6 - June 10
📍 Live Weekly Workshops: Tuesdays, 11 AM - 12:30 PM PT (recordings available if you can’t attend live)
📘 Includes a companion workbook with exercises to deepen your learning.
The Nuts + Bolts
🔹 Early Bird Pricing (Until April 21st): $489 CAD (or 2 monthly payments of $245)
🔹 Regular Pricing (After April 21st): $589 CAD (or 2 monthly payments of $295)
Secure Your Spot Today
⏰ Registration closes May 2nd.
→ Limited to 10 Advisors.
The future of finance is holistic & human-centred. Are you ready? 🚀
