Money Mindset Pros
Elevate Your Practice by Unlocking Clients' Money MindsetsÂ
Are you ready to ....Â
Discover your clients' Money Mindset?
Forge stronger client relationships?
Learn valuable lessons on Financial Psychology?
Imagine guiding your clients to cultivate a mindset where financial opportunities feel attainable, regardless of past limitations or perceived barriers. A Money Maker Mindset is about more than just investments and financial plans - it's about empowering clients and helping them create a positive and sustainable relationship with wealth and financial well being.Â
Meet Lori Curtiss
Lori Curtiss, is a Certified Financial Planner® and Certified Financial Behaviour Specialist® with over 20 years of financial planning experience and 5 years of coaching expertise.
She helps financial professionals—including planners, accountants, and bankers—understand the biases and emotions clients face around money.
Lori empowers them to guide clients toward behavioral change, fostering deeper and more lasting relationships that lead to greater financial success.
Connect with Lori
Private Coaching
One on One coaching with Lori Curtiss, a Certified Financial Planner and Certified Financial Behaviour Specialist.
Speaking Engagements
Bring Lori's Money Mindset strategies and transformative insights to your office or event! Â
Online Courses
Learn how you can become a Money Mindset Pro. Courses coming soon!
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How Financial Psychology can change your practice...
True success is about more than just numbers; it's about relationships. By integrating strategies that strengthen client trust and foster loyalty, you'll learn how to connect on a deeper level and build long-lasting partnerships.Â
Financial Psychology uncovers the "why" behind spending, saving, and investing behaviours. Gain powerful insights into the subconscious beliefs that drive financial decisions and help your clients reshape their patterns for long-term success.
This framework can help your clients unlock their full potential and elevate your practice to new heights.
Are you ready to change your practice? Contact Lori today and get started!