Understanding your client's Money Mindset

Free tools included

This session is still available to support your learning, but it no longer qualifies for CE credits because they have expired.

According to Dalbar’s 2021 annual Quantitative Analysis of Investor Behaviour report, investment results are more dependent on investor behaviour than on fund performance. Your client's Money Mindset can have a significant impact on their financial decisions. Unfortunately, many things trigger behaviours in your clients that they are unaware of. One opportunity to support and educate your clients is to help them understand the things that unconsciously drive their decisions.

Understanding your client’s Money Mindset can make your job easier. Join us to learn about the seven Money Mindsets, and how each of them impact your client’s behaviour when it comes to investing, spending, saving and borrowing. Uncover strategies to keep each mindset on track with their financial goals.

In this session, we’ll cover:

✔️ How to uncover your client’s Money Mindset
✔️ Behavioural tendencies and how they affect each of the seven Money Mindsets
✔️ The biggest areas of risk for each of the mindsets
✔️ Strategies to help your clients use their Money Mindset to their advantage
✔️ The relationship between your client’s Money Mindset and your own

Who should attend?

⭐ Financial professionals
⭐ Investment advisors
⭐ Insurance advisors
⭐ Associate advisors
⭐ Assistants to financial professionals

Presented by


Stephanie Holmes-Winton

Stephanie Holmes-Winton is the CEO and Founder of CacheFlo. The concepts that CacheFlo’s products are based on were developed during her decade working as an independent financial advisor from 2001 to 2011. She then sold her practice and took her concept to start a training program for other advisors.


In 2013, Stephanie launched the Certified Cash Flow Specialist designation program (which qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software. Stephanie has written two books on spending and debt: Defusing the Debt Bomb, and $pent. She’s also been a regular contributor in media, including CBC Radio and CTV, and her advice has been featured in publications from coast to coast.