Psychology of Money

Professionals

For financial service, mental health and coaching professionals, we offer proprietary coaching and training programs to help you:

  • Discover a new paradigm that reveals you and your clients' hidden relationship with money.
  • Understand and respond to your clients, prospects, staff and colleagues' subconscious messages.
  • Accelerate you and your clients' self-awareness, self-exploration and self-discovery.
  • Increase your client retention, referrals and overall ability to generate new clients.
  • Learn and apply proprietary assessments, tools and services to expand your skills and competencies.
  • Quickly identify and handle challenging clients.
  • Enhance your career passion and enjoyment while reducing stress.

We coach locally, nationally, and internationally with clients from all walks of life. Appointments are held on the telephone, or for those of you in the Los Angeles area, in-person at our Brentwood office.

Please describe the nature of your interest by e-mailing


In addition to coaching and consulting with professionals, Psychology of Money Consultants provides the following services to the financial services industry, mental health providers, coaches, private companies and corporations:

  • Keynote presentations
  • Trainings
  • Workshops
  • Client events
  • Teleclasses

Below are some of the most requested topics we present to clients as keynote addresses, trainings, classes workshops and client events

  • Turn Financial Stress and Worry into Abundance
  • Four Quick Questions to Ask Clients to Accelerate Trust, Retention and Referrals
  • Using Psychology of Money to Help Clients Overcome Irrational Financial Behavior
  • Increase Financial and Personal Success for You and Your Clients
  • Enhance You and your Clients' Success with the Psychology of Money
  • Turn Psychological Money Traps into Financial Success
  • Empathy Training and New Communication Skills for Professionals
  • Increase Client Retention and Referrals in Any Economy
  • How to Become a Psychology of Money Coach

Please describe the nature of your interest by e-mailing


Testimonials

Neal Van Zutphen, CFP®, M.S.

I attended Dr. Gottfurcht's "Four Foundational Questions to Accelerate Client Self-Discovery, Trust and Commitment" presentation at the Financial Planning Associations 2011 National Conference in San Diego.

Dr. Gottfurcht is a consummate professional. One of the greatest challenges planners face is getting our clients to open up and tell us what they really want. Dr. Gottfurcht's experiential teaching style makes it easy to learn and develop new skills in an "ah ha" moment of time. Moreover, using the foundational questions helps the planner understand, quickly, how clients want to enjoy and co-create their planning experience. I highly recommend Dr. Gottfurcht to any organization seeking to benefit from his 35 years of experience and research on the psychology of money.


D. Marcus Ranger II | MBA, CRPC®, Registered Principal Ameriprise Financial

Thank you for your outstanding presentation at our monthly seminar event for our clients. It was by far our best client seminar event this year and we have received very positive feedback from our clients on your talk.

With the media confronting us with everything from speculation to economic science in an attempt to explain the current environment, your ideas on how to think about money are needed now more than ever. Your concepts can help people better manage the anxiety that the recent economic conditions have created so that individuals and families can formulate the best response for themselves. Thank you again for helping to make our event a success and sharing the refreshing and tremendous insight from your years of study.


Eric Bruck, CFP, Principal, Silver Oak Wealth Advisors, LLC; President, Financial Planning Association, Los Angeles

Dr. James Gottfurcht delivered a dynamic and uplifting presentation at the Financial Planning Association of Los Angeles monthly luncheon meeting. At a time when financial advisors are as deeply stressed and concerned about this economy as their clients are, Dr. Gottfurcht's insights and proprietary techniques for guiding clients through tough times are as reassuring as they are effective. As President of FPA-LA and as a wealth manager myself, I appreciate and value his guidance in my own client practice.


Dion M. Collins, CFP, Collins Advisory

I wanted to thank you for participating in the wonderful event that we held for our clients... Your presentation gave them invaluable real-life examples of simple, but effective strategies they can use to control their negative emotional reactions to stressful events... For me personally, having my clients listen to a voice of reason and calm besides just my own has been extremely stress-reducing!


Carolyn J. Tomlinson, Registered Investment Advisor and Investment Consultant

My association with Dr. Gottfurcht and the use of Psychology of Money assessment tools has forever changed the way I do business. Thank you, Dr. Gottfurcht, for your wise counsel to my clients after loss of their parent. Settlement of the clients estate now proceeds with ease. As for new clients, Psychology of Money is the perfect place to start. Knowing a clients psychological and behavioral strengths and struggles greatly enhances the investment consulting process.


Jeff Auerbach, Ph.D., Founder, College of Executive Coaching - Ventura, CA

Your course, "Coaching to Enhance Clients' Financial Success" was a big success.

Several of the students have contacted me letting me know how helpful they found the course, and how significantly it is helping them move forward in their own life. I was impressed that you were able to communicate such a significant amount of material in a series of building blocks that were stimulating and easy for the coaches to learn. Also, your empathic style and sharing of some of your own experiences created a safe and trusting atmosphere from the beginning.

Having taught several courses to our students myself, I was impressed with how your case stories were highly effective in how to apply your principles in the coaches' work settings.

I consider the class a major success and I hope you will be available to teach it again as soon as we can arrange a mutually convenient time.


Media Interviews

ABC.com 07/29/2011
Debt Ceiling Debate: Americans Anxious, Tense and Angry Over Cliffhanger
"A lot of stabilizing, rock-solid foundations are being threatened," says Dr. James Gottfurcht, a clinical psychologist and President of Psychology of Money Consultants in Los Angeles ... The crisis particularly affects people who have experienced financial stress in their growing-up years and deeply fear fiscal uncertainty, he adds. But ironically, the highly affluent can be more stressed than ordinary middle-class people because their self-esteem is tied to the health of their bank accounts. more ...

Business Week 03/10/2008
When your assets are rising along with the stock market, it's easy enough to ignore nagging unhappiness with a financial adviser. But in periods of financial stress-like now-simmering issues tend to come to the fore, whether they're tied to an adviser's performance or personality. Breaking up, however, can be hard to do. more ...

Vanguard 2008 - Keeping cool during market turmoil
Anxious about the markets? Who wouldn't be, given today's headlines? But the good news is that there are things you can do to cope with the stresses accompanying financial turmoil, according to Dr. James Gottfurcht, a clinical psychologist and an expert on the relationship between money, investing, and emotions. more ...

The most frequently requested topic for the past year has been variations of the UCLA Extension workshop described below:

Psychology of Money: Turning Financial Stress, Worry and Fear into Abundance
Saturday October 16, 2010 at UCLA Extension


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