Ep. 79 | Why YOUR Money Beliefs Matter to YOUR Clients

Top Advisor Podcast™

Ep. #79 – Why YOUR Money Beliefs Matter to YOUR Clients with Tammy Lally, Certified Money Coach^®, LUTCF

Have you ever thought about how YOUR money beliefs are impacting your clients and your team members?

And… is it possible that you are unconsciously shaming some of your clients?

In this episode, Bill Cates interviews Tammy Lally, CMC®, LUTCF, a certified money coach, financial planner, TED speaker, and author of the book “Money Detox,” about the unproductive and limiting beliefs about money that many financial advisors unknowingly harbor.

Tammy brings invaluable insights from her years of experience and personal journey, including her TED Talk which has over 2.2 million views, about how to help financial advisors and their clients develop healthier beliefs about money – that result in better actions and outcomes.

You’ll learn how to recognize and address these limiting beliefs, the importance of emotional maturity around finances, and how to shift your money mindset to attract and serve more right-fit clients.

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Tammy and Bill discuss:

How Tammy’s personal story led to her TED Talk with over 2 million views and her book, Money Detox.
If clients’ scarcity mindset is more nature than nurture.
The concept of “money shame,” how it affects financial decisions, and how advisors may be unconsciously participating in this shame.
How financial issues are often tied to maturity problems, stemming from emotional immaturity and family dynamics.
Bill’s admission of his own “anxiety around money” even though he doesn’t need to be anxious.
The importance of curiosity and empathy in enhancing client relationships and financial outcomes.
…And more!

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About Our Guest

Tammy Lally is a Certified Money Coach, TED Speaker, and Author of Money Detox. She helps others master their finances by stopping the cycle of their money shame to rewrite their financial future. Tammy works with people to first conquer their emotions around money and then through a comprehensive financial plan. Tammy has 20 years of experience in the financial industry and 30 years of study in psychology, addiction, recovery, and spirituality. She brings a distinctive blend of financial industry experience, psychological knowledge, and spiritual consciousness to her work. Tammy offers a compassionate approach to money and money shame, which is truly powerful in helping her clients achieve transformative outcomes. Her signature “Money Detox” process is a seven-step journey that allows anyone to achieve financial freedom and joy. She works with individuals, couples, groups, and businesses and has helped thousands of people.

Connect With Tammy Lally:

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About Your Host

Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.

Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.

Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?

Contact Bill Cates directly: BillCates@ReferralCoach.com

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