Walk in with questions. Walk out with solutions.
Meet us at Booth F216 at IMEX Las Vegas
menu
clear
ENTER EMAIL
Please enter your email!
Please use valid email format!
Your email is too long.
Or
clear

Some things are a mystery.
Would you like to sign up?

{{ email }}

Please enter your First Name!
Your First Name is too long.
No special Characters allowed!
Please enter your Last Name!
Your Last Name is too long.
No special Characters allowed!
Please create a password!
Password has to be at least 8 characters
Your Password is too long.
 I agree to the Eventcombo Terms & Conditions
Please accept the Eventcombo Terms & Conditions
Please complete the reCAPTCHA!
{{signupError}}
clear

Please enter the password for

{{ email }}

Please enter password!
{{loginError}}
Please complete the reCAPTCHA!
Remember Me
clear

We sent an email to reset your password to

{{ email }}

Please enter password!
Password did not match.
clear

Please create a new password for

{{ email }}

Please create a password!
Password has to be at least 8 characters
Your Password is too long.
Please create a password!
Password has to be at least 8 characters
Your Password is too long.
Passwords did not match, please retype
Please complete the reCAPTCHA!
clear

Congrats, you have a shiny new password!

CONTINUE TO SITE
clear

Congrats, you have successfully Registered!

CONTINUE TO SITE

{{LoadingMessage}}

clear
{{InfoMessage}}
CONTINUE TO SITE
clear

Error

Something went wrong. Please try again later
CONTINUE TO SITE
clear

You are now logged in Eventcombo

Happy Eventing!
Continue

Sorry!

This event has been cancelled.

arrow_back
{{eventInfo.CheckoutText}} {{eventInfo.CheckoutText}} Pick Seats

Behavioral Coaching for Financial Professionals (Webinar)

{{selectedVenueName}} Select a different venue? {{venue.VenueName}}

location_on {{selectedVenue.Address}}
schedule {{eventInfo.EventDateTimeInfoString}} Select a different date? {{date.Description}}
{{eventInfo.PriceRange}}
event favorite {{eventInfo.FavoriteCount}} thumb_up {{eventInfo.VoteCount}}
https://moneycoachinginstitute.com/

This page is under development for the Behavioral Coaching for Financial Professionals course soon to be offered by the Money Coaching Institute in Petaluma, CA.

PRICING AND DATES WILL CHANGE -- THIS IS PLACEHOLDER INFORMATION SO THAT A URL COULD BE CREATED FOR CE ACCEPTANCE SUBMISSION

This webinar-based training is designed to help planners and advisers work with their clients to form a deeper understanding of the patterns and behaviors that often derail the client’s ability to achieve their financial goals. Participants will learn how to identify and understand the origins of money patterns and beliefs. They will learn how to use money coaching questions and other frameworks for inquiry to ascertain underlying client money types and how best to support them.  Developed by Deborah Price, CEO/Founder, Money Coaching Institute.

Learning Objectives:

1.    Discuss the role of the history of money
2.    Understand the gap between financial solutions and behavioral issues
3.    Understand the concept of unconscious inherited family behaviors
4.    Learn the inner-workings of our brain functioning and how it’s relevant to money
5.    Learn how to help clients explore fears using the three questions process
6.    Identify and work with the 8 Money Archetypes
7.    Analyze money memories and identify own ‘core’ money issues
8.    Learn key listening skills
9.    Apply powerful Money coaching questions and frameworks for inquiry
10.  Learn how to explore a client’s financial patterns and their origin
11.  Explore and develop effective client questioning skills to uncover deeper issues for clients
12.  Acquire a new framework for reviewing a client’s cash-flow and allocation of resources
13.  Learn powerful strategies to work with the 8 Money Types

Applied for 10 Hours of CE with the CFP Board of Standards

Instructors:

Deborah Price, Founder/CEO, Money Coaching Institute

Deborah Price is the Founder and CEO of The Money Coaching Institute, which provides money coaching and training to both individuals, couples and corporations. A former financial advisor for over twenty years with firms such as Merrill Lynch, Mass Mutual, AIG and London Pacific Advisors, Deborah left the financial industry to pioneer the field of Money Coaching.

Coping with money issues, both practically and psychologically, continues to be a major life struggle for millions of people and yet, there is very little help available.  As a result, people often manifest money patterns, beliefs and behaviors that prevent them from experiencing their full financial potential.Deborah has developed a unique, step-by-step coaching program that helps clients move beyond barriers to their personal and financial success. As a result, client's experience renewed hope, confidence, and enhanced financial success.

Through education and awareness, Deborah is committed to empowering others around money, both personally and practically. She is the author of Money Therapy an Money Magic: Unleashing Your Potential for Wealth and Prosperity; and Start Investing Online Today. She has appeared on numerous radio and television shows throughout the United States and is considered a leading expert in her field. She resides in Northern California.

Deborah Price


Steven "Shags" Shagrin, JD, Certified Money Coach (CMC)® / Master Money Coach & Trainer
Vice President, Education - Money Coaching Institute
 
Bio information about Shags (and more) is available at https://moneycoachshags.wordpress.com/


Dave Won, Founder/CEO, Budget Captain, Certified Money Coach (CMC)®

Dave Won is a TED Speaker, Certified Money Coach (CMC)®, and the Founder & CEO of Budget Captain®. He has been recognized as one of the global Top 30 subject matter experts by The Outlier Project. From conferences and summits to the corporate workplace, Dave has been empowering people to bring their best by leaving their financial stress behind. Dave is a graduate of the US Air Force Academy and earned his MBA from Indiana University. He is also a former Air Force Captain with a decorated military career.



{{eventInfo.SpeakerLabel}}

{{ key == 'null' ? '' : key}}

{{speaker.Prefix}} {{speaker.FirstName}} {{speaker.LastName}}
{{speaker.FirstName}} {{speaker.LastName}}
{{speaker.JobTitle}}
{{speaker.MemberName}}

{{eventInfo.SponsorLabel}}

{{ key == 'null' ? '' : key}}

Frequently Asked Questions

{{faq.Question}} keyboard_arrow_right
View All

{{SocialPostFeed.SocialFeedTitle}}

#{{hashtag}}
{{socialPost.PostUserName}}
{{socialPost.PostDate | date:'hh:mm a MMM dd' }} {{socialPost.PostDate | date:'hh:mm a MMM dd' }}

replay
Reply star
Retweet star
Favorite delete
Delete Remove FEED from this event Remove FEED from all events
delete Delete Remove FEED from this event Remove FEED from all events
Money Coaching Institute

Money Coaching Institute

{{ i.title }}

{{eventInfo.ScheduleName}}

Select All {{ category.CategoryName }}
search

{{item.Title}}

{{item.StartDate | date:'hh:mm a' }} - {{item.EndDate | date:'hh:mm a'}} {{item.TimeZoneName}}{{item.RoomName}}

{{item.VenueName}}

{{item.Address}}

{{eventInfo.SpeakerLabel}}
{{sp.FirstName+' '}}{{sp.LastName}}
{{sp.JobTitle}}
{{sp.CompanyName}}
View Details
No Record found!
Registration Preferences
{{quest.QuestionText}}
{{variant.VariantText}}
{{quest.QuestionText}}
{{variant.VariantText}}
Clear

{{eventInfo.TicketsTitle}} ({{eventInfo.RemainingTickets}} remain) Got Code?

Tickets are available for {{selectedVenue.VenueName}} for {{selectedDate.Description}}.
{{venue.VenueName}} {{date.Description}}
done

{{eventInfo.AccessPromoCode}}, code applied successfully.

close
ticket-icon{{ticket.TicketName}}
{{ticket.SourcePriceText}} {{ticket.TypeName}} (+{{ticket.FeeText}} FEE)
{{ticket.VenueName}} {{ticket.StartDateFormatted}} {{ticket.DateInfoString1}}
{{ticket.DateInfoString2}}

{{ticket.TicketDescription}}

This is a members-only ticket! Become a Member
{{item}} event_seat Pick Seats
Sold OUT
{{ticket.SoldQuantity}} Registered {{ticket.RemainingQuantity}} Remaining
{{cartDealMap.dealoff}} {{cartDealMap.dealdetails}}
{{cartDealMap.dealdesbold}} {{cartDealMap.dealdessmall}}
thumb_up {{cartDealMap.dealthumbsup}}
Details Remove from cart
Total: {{eventInfo.TotalPriceText}}

{{eventInfo.SaleCloseMessage}}

Bundle Your Order And Save ?

Buy together and save money! We have exclusive deals to make your event experience more convenient, cheaper and fun.

format_list_bulleted{{Dealbox.Text}} deals list
CLOSE PREVIEW

Teams

Teams are subsets of attendees who collaborate in the event with each other. Each team has its own members. When an event attendee purchases a ticket, they are not automatically added to a team; each attendee must join a specific team within an event.

{{team.TeamName}}
{{team.TeamMembers.length}} Members keyboard_arrow_right
{{member.BuyerName}}
View Map

Event Comments

clear

Share event with friends

Please enter friend's email.
Please use valid email format.
Your email is too long.
Please enter your message.
Your message is too long. Only 255 characters allowed.
clear

Send message to organizer

Please enter your email.
Please use valid email format.
Your email is too long.
Please enter your name.
Your Name is too long.
Please enter your message.
Your message is too long. Only 255 characters allowed.

{{LoadingMessage}}

clear
{{InfoMessage}}
CONTINUE TO SITE
clear

This is a members only event. If you are a new member, you will automatically be able to view this event if you are logged in.

clear

This is a private event, please enter event password

Please enter password!
{{privateLoginError}}
clear
Do you want to cancel your reserved ticket(s)?