The Money Psychologist
Helping you to transform the way you connect with clients and grow your practice by combining psychological insight with financial expertise.
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Ways To Work with Me
Digital Training Courses
If you are a professional who believes in the power of deep, empathetic connections with your clients, these courses are crafted for you.
You will embark on a journey to revolutionize your financial advisory practice by embracing the power of psychology, where the art of finance and the science of psychology converge. You'll learn how to connect with your clients on a deeper level, going beyond the numbers to understand their life stories, fears, and aspirations.
Executive & Business Coaching
I absolutely love coaching executives and business owners!
I have now completed more than 120 hours of coaching, helping those individuals to develop greater self-awareness, improve performance in their work, identify and actually achieve the goals that they want to reach.
Who is Seonaidh?
I’m a coaching-led, human-centred financial planner with training in coaching and psychotherapy.
I have spent the last few years delving into psychology, coaching and psychotherapies and applying them to my own work in financial planning.
From there, The Money Psychologist was born with the mission to empower more people to have meaningful conversations with their clients on money topics.
Why Me?
When I started out as a financial planner, like many others I attended the same training every year on technical subjects. I quickly realised that, whilst that’s of course very important, most of the challenges that my clients were bringing to my meeting were related to their feelings and behaviours. So I decided that year to delve into the psychology of money to upskill in knowledge and techniques that would allow me to better help them move forward in their relationship with money.
I’ve been studying this for years now and I want to help others learn this too, so they can embed into their own client work. My professional clients report being able to establish deeper and more meaningful relationships with their own clients, getting better results for them, stronger relationships and attracting more referrals from impressed clients.
Testimonials
"Like many other financial advisers, I have done the standard kinds of training over the years.
I came across Seonaidh’s articles on the human side of money and have been working with her for a while now. Seonaidh helped me see the bigger picture and has opened my eyes to a very different way of advising my clients. There has been a sea-change in the way that I work with them now, all very much for the better. I have closer relationships, deeper trust and clients have felt more engaged in their financial plans"
Julie, Financial Planner
"I love Seonaidh’s approach to blending the psychological aspects of money with the technical aspects to advise the whole person that sits in front of us.
I’ve really developed closer relationships with clients and that has meant a quite significant impact on the number of referrals that I’ve been receiving recently (which has been amazing). I have a lot more to learn but I’m so pleased I’ve started along this journey "
James, Accountant
The Money Psychologist Blog
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Download the Free Guide:
15 Killer Questions to Transform and Elevate Your Client Meetings, Convert Prospects and Become More Referable
Download your guide and implement human-centred financial planning into your Practice. Pick a few questions and use them this week to foster deeper and more meaningful connections with clients.
Testimonials
"I started working with Seonaidh after feeling stuck in my business. I’m a sole financial adviser, having set up my financial planning business a couple of years ago. I’ve always been employed and have found the transition to business ownership quite a challenge!
She has helped me with mindset, confidence, being more targeted in using my time and financial resources, setting up marketing campaigns, managing admin and paraplanning support and many other things. My business has rocketed and has given me the boost I needed"
Samantha, Financial Adviser
"Seonaidh is more than just a coach; she’s a compassionate mentor, a trusted advisor, and a genuine human being. Her gentle and encouraging approach made me feel comfortable sharing even the most difficult aspects of my life. As a fellow coach, I appreciated her understanding and non-judgmental attitude. Seonaidh helped me navigate through a challenging time, providing invaluable guidance on re-establishing my routine and finding my footing again. Her ability to blend business acumen with marketing advice was also invaluable. I’m incredibly grateful for her support and the positive impact she’s had on my journey"
Chris, Coach