In Their Words: Real Life Stories From Mentor Program Alumni

Hello, my dear colleague,

If you have a business that involves working with clients, 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 fundamental financial understanding you need to b...