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121. Beyond Numbers: How Mindfulness Transforms Your Financial Journey
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What makes a truly great financial planner? While technical expertise is essential, our conversation with Roland from Aspiral Coaching and Leadership reveals that emotional intelligence might be the secret ingredient that separates good financial advice from transformative financial guidance.
Roland shares his experience helping financial planners develop coaching skills that enable them to connect more deeply with clients. Through better questioning, patience, and mindful presence, planners can uncover what really matters to clients beyond the numbers. This emotional intelligence becomes particularly valuable during market turbulence, when staying grounded helps both planners and clients avoid reactive decisions that could derail long-term financial plans.
Craig brings nearly 40 years of financial planning experience to the conversation, having navigated through five major market crashes. His perspective highlights how a seasoned planner's calm guidance during downturns—like the 40% market drop in 1998—can save clients from panic-selling and instead help them stay invested to capture the eventual recovery. This wisdom isn't just about market knowledge; it's about emotional self-management.
We explore practical mindfulness techniques, particularly the "body scan," which both planners and clients can use before meetings to gain clarity and perspective. By focusing on bodily sensations rather than racing thoughts, this practice creates space for more meaningful conversations about financial goals as they connect to life values. The Wheel of Life assessment emerges as another valuable tool that helps clients align their financial decisions with what truly matters across all life domains.
Whether you're a financial professional looking to elevate your practice or someone seeking a deeper relationship with your money, this episode offers insights into how mindfulness, emotional intelligence, and genuine care create the foundation for financial wellbeing. Subscribe, share your thoughts, and let us know which mindfulness practices you might incorporate into your financial journey.
Support the show
Please subscribe to our podcast or have a look at our website
www.growthfp.co.za
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By Know Your MoneySend us a text
What makes a truly great financial planner? While technical expertise is essential, our conversation with Roland from Aspiral Coaching and Leadership reveals that emotional intelligence might be the secret ingredient that separates good financial advice from transformative financial guidance.
Roland shares his experience helping financial planners develop coaching skills that enable them to connect more deeply with clients. Through better questioning, patience, and mindful presence, planners can uncover what really matters to clients beyond the numbers. This emotional intelligence becomes particularly valuable during market turbulence, when staying grounded helps both planners and clients avoid reactive decisions that could derail long-term financial plans.
Craig brings nearly 40 years of financial planning experience to the conversation, having navigated through five major market crashes. His perspective highlights how a seasoned planner's calm guidance during downturns—like the 40% market drop in 1998—can save clients from panic-selling and instead help them stay invested to capture the eventual recovery. This wisdom isn't just about market knowledge; it's about emotional self-management.
We explore practical mindfulness techniques, particularly the "body scan," which both planners and clients can use before meetings to gain clarity and perspective. By focusing on bodily sensations rather than racing thoughts, this practice creates space for more meaningful conversations about financial goals as they connect to life values. The Wheel of Life assessment emerges as another valuable tool that helps clients align their financial decisions with what truly matters across all life domains.
Whether you're a financial professional looking to elevate your practice or someone seeking a deeper relationship with your money, this episode offers insights into how mindfulness, emotional intelligence, and genuine care create the foundation for financial wellbeing. Subscribe, share your thoughts, and let us know which mindfulness practices you might incorporate into your financial journey.
Support the show
Please subscribe to our podcast or have a look at our website
www.growthfp.co.za