Talking About Money Blog
occassional reflections on what money means in our lives.
Diversity in Thinking About Money
If you are having trouble connecting with others in your thoughts about money, consider if neurodiversity (yours or theirs) is the cause.
The Difference Between Financial Counseling and Coaching
Knowing what’s what benefits both you and your clients.
We Should All Be Advocates
Advocacy needs to be a part of your financial capability practice, as it is just as important as financial counseling and education.
Your Reputation, Your Career, Your Finances
Striving in your career is seen as necessary for experiencing success, but what if all that hard work leads to your demise? What happens to your finances as a result?
Battling Burnout and Reengaging with the "Why" of Your Work
Helping professionals like you might be feeling the effects of burnout after this year+ pandemic. Let’s band together to lift each other up.
Why You Need to Care About Voting
As a financial capability professional, not only do you provide direct service to your clients, you also promote financial stability among all of the households in your community. And part of promoting financial stability is supporting the ability to freely cast a vote for your elected officials.
To Niche or Not to Niche, That it the Question
The goal of niching your business is to attract the exact right customers who will most appreciate the special talents that you have to share. Doesn’t that sound lovely?
Their Success is Your Success
While this slow-and-steady process might feel at first like it’s not going to work, using coaching techniques ensures that your clients baked-in learning wins the race.
The Question that Could Change Your Life
What is the question that could change the trajectory of your financial life?
Getting to Your "Why"
Discovering your “why” gives you the superpower to sustain your motivation in your work, come rain or shine.
Financial Success Means More Than Money
It’s about the money, yes, but financial success is also about what Commonwealth calls having a “financial security mindset.”
Listening to Build Bridges, Across the Aisle and Across the Table
Radical listening and vulnerability is a tactic for building bridges of understanding that will allow you and your listening partner to feel truly heard, and in turn will forge deeper bonds.
Growing Your Financial Capability Community Online
Expanding your one-to-one client relationships to a one-to-many online community gives your clients the chance to grow and learn from each other, and you might benefit from it too.
Prioritizing Asset Building Over Financial Capability
Getting money in the hands of hardworking households is the quickest and most direct way to ensure financial stability for all.
Building Trust in the Virtual World
In a field that has traditionally conducted its services IRL, you now have the opportunity to adapt your offerings to meet your clients where they’re at. Literally.
Closing The Racial Wealth Gap Supports Everyone
Reparations as a real way for "a rising tide lifts all boats."
The Utter Importance of Listening
"One of the most sincere forms of respect is actually listening to what another has to say." -- Bryant H. McGill
Self-Care for Financial Capability Professionals: Friends, This is a Marathon, Not a Sprint
In a time when your clients need you even more than ever -- while you might feel limited in what you can do -- it is crucial that you prioritize self-care so that you can keep going for the long haul.