Free Resources
FINANCIAL GUIDES
Learn the Lingo of Investing makes financial literacy simple, breaking down investing terms so you can understand the market, earn more on your money, and invest with confidence.
Wealth Unscripted is a simple, powerful guide to achieving your financial goals—one step at a time—proving you don’t need to be perfect to make meaningful money progress. It includes a one-of-a-kind exercise to help you build any financial habit!
Your ability to manage your money directly affects your ability to have the life you want. Discover 15 simple, practical financial tips to help you save money, boost your confidence, and create the life you want—without needing to be a finance expert.
COMMUNICATION GUIDES
30 Ways to Build Trust offers a toolkit for showing up with confidence, humanity, and authenticity—helping you become unforgettable and win more opportunities in your professional life.
The Trust Advantage: How to Win Clients for Life is a guide for financial professionals to create trust, spark honest money conversations, and turn prospects into lifelong clients.
5 Ways to Talk About Money (So People Actually Listen!): Skip the boring lectures and apply these bridge gaps, proven tips to spark curiosity, change money habits, and make financial talks stick.
FINANCE VIDEOS
Using Money Psychology to Build Amazing Habits [Length: 6:44]
Using Money Psychology to Build Amazing Habits [Length: 6:44]
Making Money: Investing, Negotiating & Networking [Length: 9:04]