Financial Planning
      Back to home
      1. Help Center
      2. Facilitation
      3. Financial Planning

      Wealth Mentoring Facilitation Tools

      This article is for wealth mentors, advisors, leaders, coaches, and consultants who require additional practical tools and exercises.

      This article is for wealth mentors, advisors, leaders, coaches, and consultants who require additional practical tools and exercises to more successfully work with clients and gain valuable insights and knowledge for helping them make more informed, consistent, and successful decisions.  

      Common Questions: 

      1. How will an advisor learn to measure the relationship quality between advisor and client?  
      2. How can I understand a client's preferred method of communication, e.g., phone, email, detailed reports, etc.?
      3. Will additional tools and exercises are available to help an advisor better understand the client's approach to decision-making?  
      4. What additional tools and exercises are available for conducting more effective advisory and wealth mentoring meetings? 

      Solution Overview: 

      Financial advisors and leaders have a range of powerful tools at their disposal, from personality trait recognition guides to exercises that explore clients' financial behaviors, dreams and past experiences, enabling them to provide personalized and practical financial advice.

      Wealth Mentoring Tools 

      Trait Recognition Guide: A tool that helps financial advisors understand clients' personality traits and preferences to tailor financial advice effectively. 

      Ice Breaker Questions: A set of questions to initiate conversations and establish client rapport. 

      Natural Behavior Profile De-Brief Summary: A summary of a client's natural behavioral tendencies and preferences, providing insights for financial advisors to customize their approach. 

      DNA Personal Performance Plan: A personalized plan that outlines specific actions and strategies to help individuals achieve their financial goals based on their unique DNA traits. 

      DNA Quality Life Confidence System: A system that assesses an individual's confidence level in various aspects of their quality of life and offers strategies to improve overall confidence. 

      Awesome Traits Exercise: An exercise to identify and acknowledge one's positive behavioral traits and strengths. 

      Life Lines Exercise: An exercise where clients reflect on significant life events and milestones that have shaped their financial attitudes and goals. 

      Quality Life Review: A comprehensive review of an individual's current quality of life, encompassing various areas such as finance, relationships, health, and personal fulfillment. 

      Dreams Exercise: An exercise that helps clients articulate their dreams and aspirations, providing a foundation for financial planning. 

      Money Memories Exercise: An activity that explores clients' past experiences and memories related to money, shaping their current financial mindset. 

      Reflection Walk Exercise: A guided exercise that encourages clients to take a reflective walk to gain clarity and perspective on their financial goals and priorities. 

      Your Personal Brand: A tool that helps individuals develop their identity and what they stand for.  

      Your Sounding Board: An exercise for helping clients build a sounding board (including the advisor) to discuss ideas, challenges, and decisions. 

      Unmasking Your Potential Worksheet: A worksheet that assists individuals in uncovering their hidden potential, talents, and capabilities related to financial success. 

      Financial Behavior Blind Spots Review: An evaluation of an individual's blind spots or biases in financial decision-making to enhance financial awareness and minimize potential risks. 

      Financial Astuteness Exercise: An exercise designed to develop and improve financial acumen, enabling individuals to make informed and strategic financial decisions. 

      Past Experiences Guide: A guide that helps individuals analyze and learn from their past financial experiences to make more effective choices in the future. 

      Wealth Mentoring Guide

      Know Your Client:

      • Trait Recognition Guide 
      • Ice Breaker Questions 
      • Natural Behavior Profile De-Brief Summary 
      • DNA Personal Performance Plan 
      • DNA Quality Life Confidence System 
      • Awesome Traits Exercise 
      • Life Lines Exercise 
      • Quality Life Review 
      • Dreams Exercise 
      • Money Memories Exercise 
      • Reflection Walk Exercise 
      • Your Personal Brand 
      • Your Sounding Board 
      • Unmasking Your Potential Worksheet 
      • Financial Behavior Blind Spots Review 
      • Financial Astuteness Exercise 
      • Past Experiences Guide