The Human Side of Money 136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard
Most advisors know they need to integrate the human element into their practice.
But, it’s hard to decide WHAT to do and HOW to do it.
Fortunately, Danielle Howard has successfully studied, tested and integrated the human element into her practice for over 30 years.
And, through those years of learning and testing, she built the “Journey of Financial Health” process.
In this conversation, Danielle reveals the steps of this process and how it helps her uncover client’s mindsets, beliefs, and identities around money.
You’ll Learn:
- The role of identity in financial decisions
- The “Journey of Financial Health” Client Process
- The surveys she uses to facilitate deeper conversations
- A question to help clients focus on their financial “wins”
- How to run group workshops and hands-on client experiences
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Resources:
- “The Soul of Money” by Lynne Twist
- “Atomic Habits” by James Clear
- “The Body of Money” by Gayle Colman
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About Our Guest:
As a CERTIFIED FINANCIAL PLANNER™ author, speaker and founder of Wealth By Design, LLC and Danielle Howard, CFP®, she is a catalyst for change around the financial tools, techniques and temperaments that construct a person’s financial life. She is a blogger, podcaster and outspoken advocate for people heading into their fall season of life.
Bridging the gap between Wall Street and Main Street, she brings complex financial topics and concepts down to earth. She opens the door to new conversations around money. Her engaging workshop – “Financial Fingerprints to Footprints™” provides an opportunity for people to look at their mindsets around money and learn how to build on the wins or rewrite the scripts. With on-line tutorial opportunities and in person educational events, she brings a fresh perspective to the pecuniary world.
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