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In this episode of Financial Planner Life, Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional side of money - and why financial planners can't afford to ignore it.
Dennis shares how our earliest money experiences shape the way we think, feel, and act around money as adults. Whether it’s shame, fear, scarcity, or self-worth, these emotional drivers often get in the way of good financial decision-making.
We discuss:
If you're a financial planner who wants to build deeper trust, improve client outcomes, and bring more human connection into your advice process - this one's for you.
🔗 Learn more about Dennis and Cambridge Money Coaching:
https://www.cambridgemoneycoachinguk.com/
📌 Subscribe to the channel for more career insights from the world of financial planning.
👍 Like this video if it made you think differently about client conversations.
🗣 Drop a comment — what’s your first memory of money?
Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? drop Sam a message.
5
11 ratings
In this episode of Financial Planner Life, Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional side of money - and why financial planners can't afford to ignore it.
Dennis shares how our earliest money experiences shape the way we think, feel, and act around money as adults. Whether it’s shame, fear, scarcity, or self-worth, these emotional drivers often get in the way of good financial decision-making.
We discuss:
If you're a financial planner who wants to build deeper trust, improve client outcomes, and bring more human connection into your advice process - this one's for you.
🔗 Learn more about Dennis and Cambridge Money Coaching:
https://www.cambridgemoneycoachinguk.com/
📌 Subscribe to the channel for more career insights from the world of financial planning.
👍 Like this video if it made you think differently about client conversations.
🗣 Drop a comment — what’s your first memory of money?
Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? drop Sam a message.
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