Simonne Gnessen at HUM London 2019
Together, We Can Transform More Lives
At the Humans Under Management London 2019 event, Simonne Gnessen presented on the transformative role of financial coaching in serving underserved clients. As the founder of Wise Monkey Financial Coaching and a certified life coach, she offers valuable insights.
The talk focuses on the urgent need for financial advisers to address the challenges faced by individuals who do not fit the traditional client mould. It highlights how financial worries affect people's mental wellbeing and the importance of addressing these issues before offering conventional advice.
Key insights include:
• The necessity of understanding clients' emotional relationships with money to facilitate change.
• Techniques to help clients overcome their financial barriers and build healthier habits.
• The benefits of integrating financial coaching into existing practices to reach a broader audience.
• Strategies for collaboration and community outreach to engage with those who need support the most.
Watching this video will equip financial advisers with practical tools and a deeper understanding of how to connect with clients on a meaningful level, ultimately enhancing their practice and client relationships.
