Psychology of Money

Workshops and Teleclasses

Workshops, Teleclasses, Keynote Presentations, and Client Events

Below are some of the most requested topics we present to clients.

  • Turning Financial Stress and Worry into Abundance
  • Increase Financial and Personal Success for You and Your Clients
  • Use the Psychology of Money to Enhance your Clients' Success
  • Turn Psychological Money Traps into Financial Success
  • Empathy Training and New Communication Skills for Professionals
  • Increase Client Retention and Referrals in Any Economy

Please describe the nature of your interest by e-mailing


Testimonials

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.


Pamela Kelly, UCLA Extension Instructor and Communications Consultant

I wanted to thank you for participating in the wonderful event that we held for our clients... 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 am looking forward to working further with you!


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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