Psychology of Money

Testimonials

Please read some of the many testimonials we have received from clients.

Jeffrey Wheeler

President, The Wealth Collaborative

James, thanks again for giving me the opportunity to participate in your Psychology of Money Coaching Program. You have greatly deepened my understanding of both my clients and myself. In addition, you have significantly increased my effectiveness in helping clients understand who they are, where they are, where they want to be and, most importantly, instilling the belief that they can get there. For that, both my clients and I will be eternally grateful. The Psychology of Money Coaching Program is a must for all serious financial advisors and I couldn't recommend it more highly. You are a credit to your profession and the entire financial services industry and I wish you all the best.




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.


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