Cleona Lira at HUM London 2021
How to Enjoy Greater Freedom & Choice with Money & Life
At Humans Under Management London 2021, Cleona Lira presented on how financial advisers can navigate their relationship with money to enhance their professional practice. With a background in financial services and psychology, Lira shares valuable insights from her journey.
The talk addresses the challenge of overcoming unhelpful narratives around money that can hinder financial advisers' ability to charge appropriately while fostering client relationships.
Key insights include:
- Identifying and reclaiming disowned aspects of oneself related to money.
- Understanding the difference between profitable and unprofitable money stories.
- Recognising that money mirrors personal beliefs and influences business dynamics.
- Exploring the concept of following the life path rather than the money path for authentic success.
Watching this video will provide financial advisers with practical strategies to improve their money mindset, empowering them to foster more meaningful client relationships and enhance their overall practice.
