Bari Tessler's Blog, page 7

The Compassionate Guide to Tax Day

Dear Community,

Tax Day is fast approaching here in the United States. It’s probably our least-beloved holiday, poor thing. And we have strong FEELINGS about it!

Tax Day means different things to different people. Whether you …

Dread it, hate it, or feel pretty OK about it…File months early OR are up ‘til 3AM the night before…Love the tidy stacks of paper OR are beyond overwhelmed…Haven’t filed for YEARS…Look forward to a refund OR owe more this year than ever before …...

The Last Mentor Program For A While.

Hello, my dear colleague,

This is just a quick head’s up to let you know that registration for the next round of my Art of Money Mentor Program closes in 2 days, on Thursday, March 14th.

Also, to bring some transparency to the table, this will be the last Art of Money Mentor Program that I’ll offer for a while. And by “a while,” that could mean a year or two, which would be 2025 or 2026.

The timeline is unknown right now, but what I do know is that I have a third book project that’s abo...

The Last Mentor Program For A While. Registration Ends In 2 Days.

Hello, my dear colleague,

This is just a quick head’s up to let you know that registration for the next round of my Art of Money Mentor Program closes in 2 days, on Thursday, March 14th.

Also, to bring some transparency to the table, this will be the last Art of Money Mentor Program that I’ll offer for a while. And by “a while,” that could mean a year or two, which would be 2025 or 2026.

The timeline is unknown right now, but what I do know is that I have a third book project that’s abo...

In Their Words: Real Life Stories From Mentor Program Alumni

Hello, my dear colleague,

What do you do when a difficult money conversation comes up during a session, and your client breaks down, overcome with emotion?

What tools or personal practices can you turn to in the moment when your client’s big money emotions trigger your own?

How do you learn to work with those difficult emotions and the money stories behind them?

What about the stories and money beliefs you bring to your work with clients and professional practice?

What about the f...

Why does a trauma-informed approach to money matter?

Hello my dear colleague,

When we do personal money work, or help clients do theirs, it involves a fair amount of digging into the past. 

Yes, we’re uncovering things like old stories about money, beliefs passed on to us by friends or family, or ways of interacting with money that no longer serve us.

But there are often harder emotions that surface. Emotions connected to traumatic events in our past.

The way we relate with money is so often tangled up with past trauma for so many peop...

Why Financial Therapy Matters.

Hello, my dear colleague,

A couple of days ago I mentioned that a study done by Nobel Prize-winning psychologist Daniel Kahneman showed that we make financial decisions based 90% on emotion and only 10% on logic.

This means that the overwhelming majority of our motivations behind our money decisions are guided by our emotions, with logic contributing just a teensy tiny amount of the impact on these decisions.

I’d be willing to bet that most of us would guess that those numbers would be ...

Can the AOM Mentor Program help you make more money?

Hello my dear colleague,

If you’re looking for a roadmap to business growth and development that’s infused with your own personal growth – you found it.

It’s right inside The Art of Money Mentor Program – a transformative personal and professional journey that holds the keys to unlocking a new dimension of your practice.

Here’s the thing: This program is a personal journey towards a healthier relationship with money AND a more profitable business.

As your money and business mentor, I...

The Missing Piece In Your Professional Training.

Hello, my dear colleague,

Money brings up so many emotions, right?

But you already knew that.

Every day you see your client’s emotions around money shape their relationships, their beliefs about money, and the life decisions they make.

In fact, a study done by Nobel Prize-winning psychologist Daniel Kahneman showed that we make financial decisions based 90% on emotion and only 10% on logic. (That’s pretty wild, right?)

You see it in your own life, too.

It’s in moments like your...

It’s official! The Art of Money Mentorship Program is OPEN for registration

Hello, my dear colleague.

I’m absolutely delighted to announce that the Art of Money Mentor Program is open for registration!

In a nutshell, the Art of Money Mentorship Program is a place for financial planners, therapists, and bookkeepers (or anyone who works with clients where money issues come up), to get direct mentoring from me and our guest mentors.

It’s a brave, supportive place for you to experience three things:

1) Personal growth. Find yourself in a safe, private space with...

The Enneagram and Money…something new on the horizon.

Dear Friends,

Have you ever been in a conversation where you thought it would be about one thing, and then you realize, right in the middle of the conversation, that it feels like your life is about to make a major, exciting change of direction?

Well, that just happened to me last week on a Zoom call.

In this particular call, I was chatting with a fellow financial therapist about life, my Mentor Program (which she had taken last year), and a book she’d been planning on writing for some ...