Stress Sucks & Money Personality - Sydney

Stress Sucks Workshop

 

Do you ever feel “stressed”? If so, what does it feel like? Do you like it? Do you dislike it? Where did it come from?

 

Attend this half day workshop if you are an adviser who wants to...  

• Understand stress, where it comes from and why?
• Identify stressors from your environment
• Identify perception based stress
• Learn practical techniques to reduce and relieve stress states
• Develop skills to help your clients rise above stress

Money Personality Workshop

 

Add a rich layer of insight into Adviser-Client discussions and relations.

 

Attend this half day workshop if you are an adviser who wants to...

• Know clients beyond fact find and risk profiles;
• Understand client diversity and personal financial behavioural biases
• Learn the commercial benefit of understanding your client's psychological motivators
• Gain a deeper appreciation for different preferences for building wealth
• Build awareness of a scalable model to capture the hearts and minds of clients

Agenda

 

8.45am	Stress Sucks workshop registration
9.00am	Stress – What is it? Source of stress – environment Managing environmental stress – External work Source of stress – perception
10.15am	Morning Tea Break
10.30am – 12.00pm	Types of perception that lead to stress Managing perception stress – internal work Source of stress – misalignment Managing misalignment stress – Nexus work
12.15pm	Lunch for All Day Attendees
12.45pm	Money Personality workshop registration
1.00pm	1. Why financial planning organisations are learning about human behaviour, behavioural economics and Money Personality? 2. Developing adviser knowledge of human behaviour and motivation, Temperament Theory and Personality Behavioural Models, (including an overview of the work of Hippocrates, Galen, Spranger, Jung, Myers Briggs, Keirsey and others). 3. Develop adviser understanding of the Money Personality model behavioural preferences assessed - questionnaire framework and technique - reliability and validity - interpretation of clients results
3.00pm	Break
3.15pm – 5.00pm	Understanding the influence of client’s Money Personality in six key areas - perception of value - focal areas of the financial plan - preferred communication style - stress triggers - flight risk - path to advocacy Assessing practical implementation opportunities to collect and use client’s behavioural preferences in relation to money and wealth, including but not limited to... - initial meeting - review meeting - general and client-specific value propositions - marketing and seminars

 

Workshop Prices (includes GST)

 

Workshop	Early Bird	Normal Price
Stress Sucks	$295	$345
Money Personality	$385	$435
Full Day (includes lunch)	$550	$650

 

For Group Bookings please call us on (02) 4948 0729

 

Your Presenter… Matt Linnert

 

The changing face of the financial planning industry is leading practices to present and deliver their services in an increasingly meaningful and relevant way to their clients. This change has taken the know your client rule from a compliance concept to a focal point for genuine and continuing competitive advantage.

 

To be effective in winning new and commercially attractive business, while keeping existing clients engaged, it’s essential to understand the deeper personality driven needs and wants of different clients. For continuing client engagement, understanding these behavioural needs are more valuable than understanding the facts of the client’s situation.

 

The Money Personality model has been developed by Matt Linnert over the past decade; however, the science behind defining each personality type has been tested and refined over thousands of years. Money Personality uses animals to describe preferences – Owl, Dolphin, Monkey and Labrador – making them memorable, engaging and intuitive.

 

Matt Linnert is the founder of Linnerts and co-founder of innergi and money personality. Matt has a background in education, financial planning, financial education and personal coaching. Matt has provided services and resources to organisations such as Securitor, Zurich, AXA, Comminsure, Macquarie Bank, AUSCOAL, Maritime and NGS superannuation, Professional Planner, The Association of Superannuation Funds of Australia, The Australian Institute of Superannuation Trustees, and numerous other professional organisations. Matt is a sought after consultant, trainer and speaker within the financial services sector and beyond.

 

Testimonials

 

Whether we meet a Monkey, Labrador, Owl or Dolphin we will be better equipped to provide them with a service and strategy that is designed and presented in a manner that suits their personality. Now that’s what you call a powerful differentiator!

Greg Lourens, Financial Planner, Strategic Asset Management

 

The feedback rating awarded the Money Personality session 4.2 out of 5, being the highest of all the professional presenters on the day. Many of them commented that they agree that this is an exciting area and one that has the potential to shape the future of advice businesses.

Pat O’Connor, Executive Manager - Key Accounts, TAL formerly Tower Australia

 

I’m convinced that using money personality with clients will help advisers enormously.

Advisers will more capably demonstrate that they know their client and will enjoy a much better relationship and provide more tailored advice.

Scott Charlton, Head of Strategic Development, Fortnum Financial Advisers

 

I feel my money personality Quiz result does reflect a true reading of my preferences. I have found the report very useful in helping me understand myself and others.

Nicholas Searl, Director / Financial Planner, Bridges Newcastle East

 

Money personality assists me to learn a lot about my own style which has helped me to connect more authentically with others

Melissa Baker-Wells, Employee Relations Manager, AUSCOAL Superannuation Fund

 

Knowing a client's Money Personality makes it much easier to explain the nuts and bolts of a financial plan in terms a client responds to.

Simon Hoyle, Editor, Professional Planner

 

Money Personality provides a real point of difference for your business and is a great way to learn more about your clients both prospective and existing.

Keith Wright, Founder & CEO, Leap of Faith Pty Ltd

 

If you have been lucky enough to hear about Money Personality, don't hesitate! What you learn about yourself will be insightful, what you learn about your clients will be invaluable.

Noel Corley, Head Principle, The Knack Consultancy

 

Matt has been the catalyst for some big steps forward in my life and my business; and more importantly I now have a much better understanding of how I can be more effective and less stressed at the same time!

Dom Willson, Owner, Marketown Optical & Willson Optometrists

 

Matt Linnert provided the outside the square input in a way that was understandable, but was also doable. He helped us understand why we thought as we did and how to turn our activity and thought patterns into conduits of enjoyable work experiences. It changed our approach to business, and it has changed our love of what we do, and how we do it.

Trevor Williams, Partner, Williams & Whyte Financial Planners

 

Our experience with Matt has brought an immense amount of peace of mind and outcomes we barely thought possible.

Rachel and Peter Richardson, Entrepreneurs

 

Since starting my work with Matt I see the world differently. Matt has helped me to achieve a balance in myself which is now just the way I am... I create wealth in ways I simply couldn’t see before... and not just financial...

John Whitaker, Owner, Whitakers Jewellers

 

I have always thought that you can have work or life and work/life balance was just an overused marketing term. You could be rich in one or the other but not both. Matt helped me see both are possible and the opportunities for attaining wealth in both your professional and personal life are boundless.

Debra Allan, Solicitor

 

Matt helped me focus my thinking and drive by showing me how to deal with and clear out all those issues running around in my head which were in hindsight holding me back and which I hadn't addressed because I thought I didn't have the time.

Scott Newton, Director, Ferrier Hodgson Newcastle

 

As a business advisor, Matt has educated me to appreciate a better understanding of clients’ motives and personalities to better assist them in achieving their goals. On a personal level, Matt has provided guidance to enable clarity of personal goals, which has resulted in greater fulfilment in life.

Steve Roxby, Partner, Maxim Corporate

 

Matt prompted deep discussion both in and between our meetings. We learnt more about our relationship with each other, money and life in general. Our journey has been enlightening.

Robert and Rebecca Skinner, Amicus Financial Planning and Affinity Business Consulting

 

I am now much clearer of my own strengths, natural tendencies and what I love about what I do. I have enhanced my effectiveness in my personal life and my effectiveness with my clients.

Jason Gapps MBA B.Comm, Business Coach, Solutions Business Development

 

I regard the time with Matt Linnert as most valuable for my own and my family's success and well being. I would take pleasure in recommending Matt's services to my friends and colleagues.

Denis Sullivan, CEO, Forestville RSL Club

 

Matt Linnert brought wisdom to a team that required guidance. He helped me find my way, assisting my self creation and empowerment. I gained insight into my visions and my purpose. I have no hesitation in recommending Matt for guidance filled with integrity and care.

Andrew Parker, Owner, Dolphcom Solutions

 

Working with Matt is not only enjoyable, it sets you off in new, exciting, and rewarding directions which have a greater fit with who you are and what you really want out of life.

Geoff Ingram, Owner, The Franchising Professionals

 

Matt’s intuitive insights add another dimension to the way that he guides you using your personal preferences and behaviours to achieve personal and financial goals in life. I highly recommend Matt for his openness and insightful approach.

Helen Ogle, Managing Director, WHO Printing and Presentations

 

Matt is a legend! I have been in a business partnership for 8 years and Matt enabled us to identify each other’s most natural strengths, preferences and values and use these to our commercial benefit.

Peter Kilpatrick, Partner, Kilpatrick Hatton Solicitors

 

Matt has been a great help to me and our business in recent years. By helping me reflect on what I enjoy doing and what I am achieving I have become more effective in our business.

Gerard Hatton, Partner, Kilpatrick Hatton Solicitors

 

I found every interaction thought provoking and empowering. Matts thorough step by step approach gave me a direction and clarity which in a way simplified, yet embodied what I had been searching for.

Kristen Boddington, Yoga Instructor

 

Matt opens the mind and touches the heart.

Kerrie Hourigan, Owner, Complete Printer Supplies