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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 4, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
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 client's money types can help you serve them better and create a healthier, more productive relationship. 

Learning Objectives:


  • Identify the money types

  • Determine 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, CPA

Robina Bennion
Certified Money Coach, Certified Business Archetype Coach
robina@robinabennion.com
(916) 761-3610

Robina bennion logo

As a relationship coach for your soul, your self, and your money, Robina holds a place for her clients to invest in who they truly are, what they value most, and transform their relationship with money.

Robina’s work doesn’t stop at the personal level with her clients. Her work helps people to transform relationships in all corners of their world.  People often believe money is a stand-alone issue within any relationship and don’t realize each person’s beliefs and behaviors can impact a personal relationships, careers, running a business, and day-to-day interactions. 

Through one-on-one or group sessions, Robina uses a Soul-Self-Wealth approach to help clients get to the foundation of where decisions are being made from, goals are being set, and actions are being taken.  Providing a space for this new perspective and awareness helps clients create new behaviors and unblock barriers to their soul purpose, authentic self, and the wealth they are worthy of making and receiving. 

Robina believes business and life can be done differently and uses her decades of business knowledge and intuitive gifts to guide her clients in creating a sustainable business/career and life.

EXPERTISE

Certified Money Coach (CMC) ® 

Certified Business Archetype Coach

Practiced in public accounting as a

Certified Public Accountant for over two decades

Ramsey Solutions Master Financial Coach

About Our Presenter

Robina bennion logo
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.