Seeking a Brain & Heart Connection?
♥ Feeling the need to connect with other professionals?
♥ Want to talk to a group that cares & shares deeply?
♥ Seeking a support team for your financial client world?
Join a group of caring professionals who understand the impact of emotions on finances. Come spend an hour to connect with other planners who care and understand the deep emotional and personal connection with others.
Join the Brain & Heart Trust Today!
Our monthly gatherings meet via Zoom Thursdays at Noon EST:
9/24, 10/22, 12/3, 1/28, 2/25, 3/25
All sessions to improve your work life: $750*
Journey with us and find:
♥ A place to breathe & take care of yourself
♥ Safe, confidential, proessional personalized conversation
♥ Deeper relationships with your clients
♥ Relevant handouts and readings to improve your practice
*Sign up before September 1st and get a Free one-on-one laser coaching session with Christine!
About Christine
The group is led by Christine Moriarty, CFP®, who has thirty years experience in practice. As a practitioner who focuses on emotions, behavior and finances for her wide range of clients, she has always found that experience is the best teacher. Now, she wants to share that experience with other heartfelt professionals so they can learn and grow from each other. Invest your time with an experienced coach who knows how to help others improve client relationships.
“Christine has proven to be an invaluable resource to me in building my business. She has been through many of the same trials and triumphs I have just begun facing.”
— Mary K. Courtney-O’Sullivan, CPA, CGMA, CFP®
“I trust Christine implicitly and would heartily recommend her services to anyone looking to take their business to the next level.”— Courtney Cole, Owner, Voice By Courtney Cole, LLC and prior to that, Head of Client Coverage Americas, National Australia Bank
