YMS starts the conversation with openness, flexibility, and ease.
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Client Disconnect

We all know how money can interfere with personal and professional relationships. But when client disconnect happens, it’s no laughing matter. Here are a few examples of how knowing Your Money Style can change the conversation. If you’re not helping your clients really talk about money, you’re losing the opportunity to create solid relationships built on trust. Whether you call yourself an advisor, counselor, coach or consultant, the relationship starts with honest, open connection.

Counseling: Karen wants a new car

Money problems in a counselor’s office sometimes feel out of place and are an area where you don’t feel like the expert. With YMS you become the expert because you have the tools to get to the real issues where you are the expert: relating and communicating.

Financial Professionals: Terry wants more info

Everyone has their favorite clients because they think like us and we’re comfortable with their style. Unfortunately, we end up losing all the others. YMS helps you learn and identify all money styles to turn every potential client into your favorite client.

Coaches: Good Cop, Bad Cop

Workplace (and life) conflict all come down to communication; and when it’s around money, the conflicts get even bigger. YMS helps you identify clients’ strengths so they can be more flexible and open to others’ idea. Watch how Ed and Rob deal with their conflicting styles.

Corporate: Frank Smells a Rat

Teamwork can be a nightmare when it revolves around money. YMS helps identify the players and illuminates their thinking so others can appreciate all perspectives.