Mindful Advising

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  • Media Excerpts
  • Seminars for Advisors
  • Seminars for Clients
  • Testimonials - Programs
  • Testimonials - Rays of Hope book
  • Welcome to Mindful Advising

Categories

  • Articles (18)
  • Media published in (1)
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Recent Posts

  • The Heart of Your Money Life: Keep it Ticking for good!
  • Toss the Tweets, try TWEDY!
  • Be Wise Ask FOOL Questions
  • Media Excerpts - Susan's quotes in the Media
  • Expectations and Emotions
  • Money Motives: Alien to Clients, but Known to You!
  • School Supplies List for Financial Advisors
  • It's Way More than Money
  • What CEO Really Stands For
  • Put the Merry in Monday

Archives

  • February 2021
  • March 2019
  • December 2018
  • November 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • April 2018
  • March 2018

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Testimonials - Programs

"It's not often you get to learn from a pioneer and Susan is certainly a pioneer when it comes to blending psychology with financial planning. Susan's presentations are clear, entertaining, and insightful and what she has to say may change your life." Rick Kahler, CFP, co-author, The Financial Wisdom of Ebenezer Scrooge
"Susan is a thought leader and dynamic speaker in the financial planning profession. Her research, process, and pragmatic tools are very solid. Her communication techniques are empowering and profitable for both advisor and client." Janet Stanzak, CFP, Principal, Financial Empowerment

"Susan spoke at our Financial Advisors Leadership Council Conference about "Money Personalities and Capturing Your Courage." Her engaging stories and creative ideas about overcoming obstacles contained the perfect mix of motivation and inspiration for our group. She got a much-deserved standing ovation and my productivity took a permanent and dramatic leap up. I remain encouraged and focused by her words even now, years later."

     Susan Allen, CLU, ChFC, Financial Advisor, The Woodlands, TX

"Susan's seminar and assessment training strengthens client trust significantly so our whole process integrates smoothly. We love the money rascals. Client self-awareness and decision-making improves because they've made a connection that aligns with their true motives and values." Martin Kurtz, CFP, President, Financial Planning Association

"Thank you for your generosity and all that sharing of your smart stuff. I can't tell you how much I grew as a part of presenting your material. I know I'm a better planner because of you."

    Susie Baldwin, Financial Advisor, Denver, CO

"Susan's presentations help people look behind the emotional reasons for the financial decisions they make. Energetic, knowledgeable, and highly creative, Susan is the only person I've seen that helps people understand and modify their own behavior with money."

     Christopher MacLennan, JD, CFP, CLU, ChFC, FLMI/M, Director of Advanced Planning, AXA Advisors

"Inspiring! Susan motivates people to prepare and follow through on their financial planning issues in a holistic way."

     Michael Cole, Business Owner

"Susan has a remarkable sense of humor and kept everyone's interest throughout."

      Kelly Nelson, Hartford Life

"Susan has been a valued speaker at many of our functions. I find myself using some of her comments from different functions in my own vocabulary. I believe this is what every speaker or anyone who invites someone to speak at a function would hope to achieve. Her professionalism, credentials, education, leadership and standards are above reproach."

     James Ball, Owner, Balanced Capital and Insurance

"Susan helps people see themselves clearly without defensiveness. They will figure out who they are and what they can do about it. Making changes becomes less threatening and more authentic, because they are values-focused."

     Angela Wethor, JD, CPA, Director of Advanced Marketing, Foresters

"Thank you again for presenting to our staff. The feedback I've heard has been extremely positive. They found it very entertaining as well as informational and useful. Book too!"

     Steven Ruff, Program Director, Ceridian Performance Partners

"We have gotten great feedback from the staff as well as others who were there. Everyone has said they feel that they benefited not only personally from the information, but that it will help them have a better understanding of our clients."

     R. Wentworth, Director, Consumer Credit Counseling Service, Arcata, CA

"An entertaining speaker, never boring, Susan spoke at our client appreciation event. She gave us all thoughts and ideas to process in her seminar on money personalities. A very affluent 85 year old business owner said, 'She's really sharp!' Susan made our special event meaningful and significant for all attendees."

     Donna Graber, JD, ChFC, CLU, CFP, Planning Sense RIA, Syracuse NY