MoneyMinding® - Results Beyond the Box



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info@moneyminding.com
toll free 877-764-6444
fax 866-881-8212




WEBINARS & WORKSHOPS



We offer webinars and workshops to complement key MoneyMinding activities and concepts. These evolve and change frequently to keep the information fresh with current financial climates.

MoneyMinding helps clients take control of their finances and make better connections with their financial advisors. Our events introduce proven concepts that integrate success principles with solid and universally practiced financial planning strategies that provide you with simple changes in perspective so you ask better questions and get the results you want! 

Through MoneyMinding, financial professionals are able to strengthen their client relationships using the MoneyMinding concepts, business and marketing strategies, and success principles.

Project M
Earn money doing something you enjoy ...

We are looking for 11 people who are serious about making a difference in their financial lives this year to work on a projecta project to double your money every month for 12 months without gimmicks or get rich quick schemes.

Last year’s Project M pilot produced one soon to be multi-millionaire who will be working with MoneyMinding Founder Tracy Piercy as a protégé with this year’s successful candidates.


» More
» or start with the Makeover Plus Money to
work at your own pace

Live Training






Money Myths & Mistakes that Sabotage Client Relationships
LIVE Webinar Event
1 general CE credit

This 1 hour 
event is a Business Development Webinar for financial professionals - anyone who has a financial relationship with their clients.

If you're looking for the missing
pieces to create:

More client loyalty
More referrals
Better results for you and
your clients
then this is a MUST DO event!

You work so hard to build and keep your clients!
Great for your branch or team to completely refresh your approach to client communication

If you are a financial branch office, please
call for special instructions: (877)764-6444

» more



MoneyMinding Mastery
30 CE credits:
(18 general, 10 technical, 2 ethical)


Start off with a complete financial 360 and rethink and relook every area of Financial Planning and Financial Products, then work through the entire MoneyMinding Makeover (included in your tuition) to give yourself a 'financial 360'.

A 4-day live event  for both financial professionals and non-industry professionals
This action packed program is your real life comprehensive MoneyMinding Makeover
Qualifies for 30 CE Credits


» more

$2798 USD

Live Training

See Calendar for the Next Event Date

Register Here



» Call (877)764-6444 or email for details about private training for your group







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