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| Psychology of Money Consultants Articles |
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Other articles:
Following stock market linked to poor mental health
By Alan Mozes
After the Wild Ride
Investors have lost $4.6 trillion in the tech debacle--and a lot more than money went with it
By Rochelle Sharpe
| Psychology of Money Consultants Testimonials |
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I wanted to write to thank you. Collaborating with you on client cases over the past 19 months and the class you led this spring has evolved, enhanced and improved not only my clients' lives, but also my entire business model. Financial planning and coaching have become seamless with my new arsenal of tools.
Here is a recent comment I received from a coaching client who participated in a "Psychology of Money Profile" feedback session: "I learned more about my husband in the two hour session with Dr. Jim than I have in the forty plus years we've been married."
I always recommend your class, "Coaching to Enhance Clients' Financial Success" as well as the "The Psychology of Money Profile". Your system works the entire spectrum for financial planners from those who just want to learn more about their clients to intensive personal coaching.
I look forward to future classes and client cases with you. Of course, a personal coaching session with you for myself is always a treat and keeps me on track when I need a good strategy or pre-client coaching session pep talk. Thanks again!
Sherry Hazan-Cohen, CFP - NAPFA, Registered Financial Advisor, Lifestyle Coach
Plano, TX
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I had a good fortune of taking the Psychology of Money Profile, and then discussing the results with Dr. James Gottfurcht. Being an attorney, I approached the process with more than a healthy dose of skepticism.
I found the process to be very enlightening, however, and would strongly recommend it. Simply answering the questions in the questionnaire causes one to concretely think about one's views and beliefs concerning money. The real benefit comes from obtaining the interpretation of the results from Dr. Gottfurcht.
Even though I consider myself to be financially successful, my responses indicated that I engage in negative self-talk about money. For instance, I was taught that it is not "good form" to discuss financial issues. Dr. Gottfurcht furnished me with suggestions about improving my imagery concerning money.
Based on the fact that I am always pressed for time, this was an easy and quick way to focus on those areas that need it the most. I know that you will learn as much, if not more, from your experience with the "Psychology of Money Profile".
Sincerely yours,
Pamela Ann Thatcher - Attorney at Law -
Corona, CA
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Dr. Gottfurcht has been instrumental in helping me develop my coaching practice, eliminate obstacles that were keeping me stuck, and polish my skills. His encouragement, honest feedback, and depth of knowledge gave me the enthusiasm and confidence I needed to
obtain the results I wanted.
His coaching was worth every penny I invested in him. This valuable experience enriched me personally, professionally, and financially.
I knew that I could only expect the very best from a topnotch professional such as Dr. Gottfurcht. However, he completely exceeded my expectations!"
Claudia Franzosi, MA, MFT -
President/CEO, Center for Success Strategies -
San Diego, CA
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I really enjoyed your recent UCLA Extension course, "The Psychology of Money".
As a fellow-instructor, I admired your course content and structure. In only one day, you led us step-by-step into confronting our barriers to prosperity and then into discovering solutions to our financial challenges.
We all seemed to feel safe and to open up with you. With your warm, easy-going style, humor, colorful examples and lots of interaction - you made it fun as well as enlightening.
I'm looking forward to working further with you!
Pamela Kelly - Communications Consultant -
Redondo Beach, CA
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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.
Jeff Auerbach, Ph.D. - Founder, College of Executive Coaching -
Ventura, CA
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Just a note to thank you for your tremendous input to the recent Mackenzie cross-Canada road show. It was most well received and well attended, not in small part Jim, due to your wonderful talents.
On a personal note, I just want to say what a great pleasure it was for me to meet you, get to know you and work / travel with you. It is rare that someone so personable, diligent and "generous" comes into our professional lives. You make it look so easy, and you help us to look good to our clients. For that, great thanks!
I send my best regards to you and look forward very much to seeing you in the future.
Sincerely,
David Walker
President- Walker Planning Assoc. Inc.
Don Mills, Ontario, Canada
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Thank you so much for your wonderful and inspiring lecture. The membership was very impressed by your body of knowledge and are already requesting your return at a future meeting. You had a wonderful way of bringing us hard facts rapped with your incredible sense of humor. I also wish to extend my personal appreciation, for both your time and flexibility, given how busy you are. I am truly grateful.
Antonia N. Ludwig, MFCC - First Vice President, CAMFT-
Los Angeles, CA
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Thank you for making our February 100 Jewish Men meeting such a great success with your wonderful presentation.
Your presentation was engaging, enlightening and truly gave us all much to think about. We have had excellent feedback from some of those who attended.
We very much appreciate your time and effort, and hope to encounter you again in the future.
Rabbi Steven Z. Leder - Rabbi Peter S. Levi
Los Angeles, CA
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I attended “Navigating the Minefields of Money” workshop offered by Dr. James Gottfurcht. What a powerful experience! 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 client’s estate now proceeds with ease. As for new clients, Psychology of Money is the perfect place to start. Knowing a client’s psychological and behavioral strengths and struggles greatly enhances the investment consulting process.
Carolyn J. Tomlinson
Registered Investment Advisor and Investment Consultant
Moorpark, California |
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