Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Michelle Arpin Begina, CFP®, CIMA® who is the Founder & Chief Behavioral Officer of MichelleAB and is also an Advisor, Author, and Speaker. Michelle has taken her own money story and alchemized it into a passion for financial literacy that marries the science of wealth management with the art of financial therapy. Michelle grew up airplane, sports car, and yacht poor – surrounded by the outward signs of wealth but plagued by the insecurity of knowing it was a sham, and her family was never more than a bounced check away from disaster. It turned out to be the perfect starting point for a career dedicated to revolutionizing the way we relate to money (yes, it’s a relationship!) and the way financial advisors work with their clients. Often called the Erin Brockovich of financial literacy, Michelle challenges us to ditch the notion that it only lives on Wall Street and find it where it truly resides: at the intersection of knowledge, skills, and emotional composure.

In our discussion we talked about:  

🎙️How to dismantle the discomfort people have talking about money

🎙️Being vulnerable to share your own financial journey

🎙️ What is The Success Formula Guide?

Resources:

Check out Michelle's Success Formula Guide. CLICK HERE

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