Join Jacqui, Amie and Cara, three heart centred entrepreneurs in the financial planning industry on Wednesday 11th August for a relaxed evening workshop where you’ll learn how to use behavioural money coaching to get to the heart of your client’s goals.

On the back of the first AFA Genxt Podcast on “Enhancing Your Client Experience Through Behavioural Money Coaching”, we get Jacqui, Amie and Cara to workshop behavioural money coaching in more detail. You will learn how to unlock what is holding your clients back from achieving financial success, how-to guide and support them in creating awareness of their money blocks, sabotaging and limiting beliefs and how to change their narrative to one that is more empowering.

You can create the best financial plan in the world, but unless you have identified the heart of your client’s goals and they have positive and empowering thoughts, beliefs, patterns and mindset around money, it will be very challenging to see true financial success for your clients.

Set yourself up as a leader in the industry by learning the skills you need to support your clients in obtaining true success whatever that means to them.

Meet our guest speakers 

Jacqui Henderson

Jacqui’s 10+ years experience in Private Wealth, coupled with previous experience in telco and technology industries, united her background in Fintech. Jacqui is passionate about Goals-based advice, Customer experience, Human Behavioural Science, and Artificial Intelligence, the foundation of the innovative a.i. software.

Cara Mollica
Cara is a Certified Money Coach and former Certified Financial Planner with over 10 year’s experience in financial services. As the founder and CEO of Savvy Wealth, Cara’s Money Mindset program is carved from her passion in transforming women’s relationship with money and supporting them in achieving financial freedom.

Amie Baker
Amie Baker is a financial adviser and certified money coach. Her career in financial services began in 2004 at St George bank where she discovered a passion for helping people reach their financial goals. Amie runs her own practice called Rekab Advice and operates a money coaching arm of her business known as Centsability. Amie recently launched a podcast and also holds webinars, speaks at events and soon to launch an online course all focused on improving one’s relationship with their money using her financial planning skills as well as the skills as a money coach which focuses on unlocking the habits and behaviours that can often hinder one’s success when it comes to money and more so their relationship with money. Amie is a practitioner member of the Association of Financial Advisers (AFA), and NSW state chair of AFA Inspire.

Register for the event.