E-learning - San Diego, California, United States
People want a less painful way to deal with their finances than hearing about what they are "supposed to do". We all know people who struggle with money. Maybe it's a relationship with a spouse or an adult child. The financial boundaries are blurry. Everyone's unhappy. Maybe they've asked for help. We've given it. But in the end, they don't take it. People know when their financial house is not in order. But, in order to move forward, they must be ready. Otherwise, change doesn't happen.Beliefs, thoughts, and emotions drive money behaviors. So why don't people talk about them? Oh yeah… that would be uncomfortable! It's one thing for an employer, advisor, or financial coach to understand how emotion drives money decisions. But do we really expect everyone to become an expert in it? We need a tool to help address these issues on a larger scale. A solution that gets people ready to make a change in their money life. How could the financial industry address people's money behaviors differently? If trust is the biggest motivating factor in getting someone to the table, We are going to partner with you, the trusted advisor. Together, we can help people tackle the challenges head on.At MoniWell we create programs that do the heavy lift for you. Giving your employee, client or prospect a new perspective on money and more importantly getting them to a place where they are ready to take your advice.
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