Money Mentors Learn About Financial Behaviors to Relate Better To Clients

The Issue: How to train money mentors to understand how they see money – and how their clients may see money differently. Improve financial coaching. Who: Joanie Davis, Community Initiatives [...]

Credit Union Training on Financial Behaviors, Emotions and Attitudes

The Issue: How to train financial services professionals to easily understand the emotional and behavioral side of finance to better relate to financial clients. Who: Joanie Davis, Community [...]

How to talk about money: tips & advice

How to talk about money? Because it’s so difficult to talk about money, people often don’t talk about it. After all, it’s often said that people find it easier to talk about sex [...]

Psychology of Money – Money Personality

The psychology of money can be hard to understand. Why do we spend the way we spend? Why do we save? Why might two siblings see money so differently? What do you think about money? How do you [...]

A Fun and Easy Money Personality Test

Money personality is important, but what is it? In the same way that people have different personalities, we also all have a different money personality. We all see and relate to money in [...]