Understanding the personal why behind why your client started their business is just as important as understanding how they run their business. In looking at business from a personal level it helps to clarify and address the underlying behavioral dynamics of business owners and managers in a manner that facilitates opportunities, expansion, and growth (personally, financially, and professionally).
Business Money Types (different from personal Money Types) represent core patterns and behaviors that are present in all business owners. These Money Types represent specific behaviors, tendencies, beliefs, likes, and dislikes that people intuitively operate from within business. Understanding where these beliefs and behaviors are showing up in the various aspects of business is an important element in understanding your client’s business.
Together we will explore:
Robina Bennion
Certified Money Coach, CPA(retired)
[email protected]
(916) 761-3610
Accountants need money coaching too.
With 25+ years of public accounting experience Robina stepped away from public accounting and into the role of a Certified Money Coach. In an industry where money is the focus of all the work she did Robina found there were very few conversations with clients about their money dreams, worries, and/or challenges. Who else is best poised to have these conversations and why aren't you? These are questions Robina helps her clients answer alongside of understanding their own money beliefs and behaviors and how that knowledge can support them in better engagement with their clients, employees, employers, or family.
The expectation is that accountants have it all figured out, bank accounts are balanced monthly, retirement is fully funded, and we are living large. The reality can be very different. Robina shares that she made my fair share of "mistakes" and now looks at those learning opportunities as a blessing. She uses her business knowledge, behavioral money coach training, and passion to support others in stepping into their money superpowers, create new habits/beliefs, and build a business/career (and bank account) that matches their DREAMS.
Want to learn more about Money Types and your Superpowers? Take the Money Type Quiz here
EXPERTISE
Certified Money Coach (CMC) ®
Certified Business Archetype Coach
CPA (retired)
Ramsey Solutions Master Financial Coach
End of Life Doula
Yoga Teacher