Wealth and Wellness 2.0 - The Wealth Advisor as a Coach

Is designed for financial services professionals and their teams seeking to enhance their capabilities as coaches skilled in delivering financial advice in keeping with a client’s whole life goals.

The CFP® Board has approved this lunch and learn formatted program for 1 hour of CE credit towards the CFP® certification.

Investments and Wealth InstituteTM (formerly IMCA®) has approved this program for 1 hour of CE credit towards the CIMA® and CPWA® certifications.

Download the detailed program description here:

What attendees said about January's workshop...
100% of attendees indicated they were "likely" or "very likely" to recommend Wealth and Wellness 2.0* to a friend, relative or business associate.
"Joselyn's patience and positive attitude is contagious. Attending her seminar helped me look for ways to incorporate her approach to patience and active listening skills to both my private and professional lifestyle.  Thanks again Joselyn."
- Jenny B.

​"Another great workshop!"
- Peter H.

You can purchase this module which includes all the materials covered at the live workshop as well as templates to help you explain and market the workshop and a Train the Trainer session for only $1,995. 

Buy Now
Enter your e-mail address below and sign up to receive our Friday features and information about the next event.




Additional updates and live events are shared via our Facebook page.

Second Sunday Round-Table
Talking about Money
The video is from my Second Sunday Roundtable Facebook Live event originally filmed on November 12, 2017.

Below are links to the materials I reference in the video:

1.) Wealth in Families by Charles Collier
2.) Money Therapists by Antoine Gara, Ashley Ebeling and Lauren Gensler in Forbes magazine October 24, 2017
3.) Wealth Special Section in the New York Times November 12, 2017

Additional Resources:
1.) T he Givers: Wealth, Power and Philantropy in a New Guilded Age by David Callahan
2.) Living a Rich Life by James Lenhoff

In addition to tips and resources about taking some of the awkwardness out of money conversations, I also share some of my insights from the Investments and Wealth Institute's recent Personal Wealth Advisor conference in Chicago, Il.

The content is based on my notes and observations only and is not official conference material.

Here are the notes I reference in the video.
Past Events
Second Sunday Roundtable
Harvard Medical School Coaching in Leadership and Healthcare Conference Highlights
The video is from my Second Sunday Roundtable Facebook Live event originally filmed on October 15, 2017.

The content is based on my notes and observations only and is not official conference material.

Here are the slides I shared.

To learn more about the conference, read below and / or click here to go to the conference site.

"The 10th Annual Coaching in Leadership & Healthcare Conference is offered by the Institute of Coaching, McLean Hospital, and Harvard Medical School. Our goal is to serve leaders, physicians, healthcare providers, executive coaches, life coaches and health and wellness coaches. This energizing and groundbreaking event features keynotes by world leaders in leadership, neuroscience, health and well-being, coaching, behavioral and positive psychology."

“Wealth and Wellness” is an interactive hour-long workshop where attendees create strategies to:
  • envision their best lives 
  • set goals to help themselves achieve their individual visions for success
  • enjoy the process
The workshop is simply a fun and engaging way to meet new people, learn or rediscover strengths, and revitalize (no sales / no pressure!). 


What Attendees Said about June's
Wealth and Wellness Workshop

 An outstanding evening – great connectivity, great reflections

I really enjoyed the session & meeting everyone else that attended

A lot of fun! Perfect evening!

What Attendees Said about April's
Wealth and Wellness Workshop

“time well spent”



Attendees overwhelmingly indicated that they would “recommend this seminar to a friend, relative, or business associate.”
May 2017
  Most Valuable Kids Wellness Event at Sugar 'n Spice
I am humbled by the awesome teams at Most Valuable Kids and Sugar 'n Spice . Most Valuable Kids works to provide a positive source of inspiration to kids. They reached out to TrueSquid, LLC to see if we could share some Wellness tips with a spectacular group of 4th grade students. To say that we had fun is a serious understatement.