Ellen’s Consulting and Workshops
Program Design for Financial Services Companies
Whether you’re training your advisors to be the best they can be, or creating presentations for end-clients, Ellen brings her unique experience and prospective to developing effective programs. With a 25+ year career as a top performing financial advisor, Ellen knows what it takes to be successful. She’s trained thousands of advisors to create more success, be better presenters, and more effectively work with their diverse client base. Ellen has designed client education programs which are being delivered around the globe by financial services professionals.
Learn more about Ellen’s programs for financial services companies.
Messages From Money
Being good with money in your personal and business life is much more than budgets and investment allocations. Once you know that prosperity is inextricably linked to your thoughts, feelings, experiences, and relationship with money the results are outstanding. Most people ignore how important this relationship is. This is a mistake. Your relationship with money is crucial.
Imagine you could have a conversation with your Money…What if you could get an inside look from Money’s perspective of what it wants for you? What if you understood Money’s ideas of where you could focus and grow, and better understood the steps to create the financial life you are meant for? Think of how clear and confident you would feel and how inspired your financial decisions could be.
I’ve spent more than 25 years counseling people on their personal finances as a successful financial advisor. I learned right at the start of my practice that a feeling of true success and prosperity was much more than the numbers on a spreadsheet.
After meetings with clients I’d hear over and over “I feel so much better.”
This was the clue that I was on to something reassuring and valuable. I realized I have a unique ability to intuitively know what people need to focus on, think about, and take action on to enhance their relationship with money.
Learn more about a Messages from Money session and to book yours today.
Personalized Prosperity Experiences
Looking for financial education and transformation for yourself or your family? Ellen creates personalized learning experiences to meet your objectives. During this one-day interactive process you’ll create compelling customized Prosperity Pictures and Purpose Maps, and put personal financial planning strategies in place in a private, confidential setting. This is a perfect program for families passing wealth to the next generation and people wanting more meaning from their wealth.
Find out more about creating your personalized learning experience.
Take a deeper dive into prosperity proficiency by experiencing a day-long prosperity workshop. Ellen will guide your group through hands-on processes designed to build expertise and skill around creating prosperity, developing a healthy abundance mindset, learning better money management skills, and increasing clarity on how to use money as a force for doing good. Workshop participants will walk away with a Prosperity Picture that is their own visual financial plan, skills to shift from scarcity to abundance thinking, a financial planning blueprint to support action in the areas of their personal finances that need attention, and a prosperity purpose map to guide them in future decisions. These workshops are perfect for organizations committed to developing prosperous workforces and associations motivated to help their members achieve life-time success. Leverage Ellen’s years of experience as a Certified Financial Planning professional and her knowledge of what actually works for creating a prosperous life, managing your money well, and turning your vision into reality.