- Article - 4 min read
A richer life isn't just about your client's bank balance,
it's about mindset.
We believe that a life well-lived is better than a life well-off.
Imagine if your clients’ financial future was shaped not just by their bank balance, but by how they think and feel about money. That’s what Money:Mindshift is all about - a new initiative backed by Aegon and led by Dr. Tom Mathar, designed to help you put people at the centre of your advice.
Here you can find expert insights and practical resources, including ways to refine the soft skills essential for making the shift towards human-centric advice and having a positive impact on your clients' lives.
Dr. Tom is here to help
Author, podcast host and speaker, Dr. Thomas Mathar (or Dr. Tom, for short) is a behavioural scientist and financial wellbeing expert with a drive to help people live (and fund) a happy, long life.
As a financial wellbeing pro, he's here to help you reflect on what works best for your clients through a series of insightful articles, handy tools, and engaging podcast episodes.
Pick up positive new habits on the Money:Mindshift podcast, and check out Dr. Tom's new book: Your Path to Prosperity: How to fund a happy and long life.
Watch now: Financial advice for real lives
Dr Tom presents a fresh approach to financial planning that puts people - not just their finances - at the heart of the conversation.
Our video series explores a method centered on understanding your clients' values, emotions and life goals. Plus, earn over two hours CPD time.
How to create financial advice for real lives
Discover how to transform your client conversations with a human-centric approach to financial advice. This session explores the art of building trust, listening deeply, and structuring the perfect initial meeting.
The first meeting: How to know your ideal client
Discover how to transform your client conversations with a human-centric approach to financial advice. This session explores the art of building trust, listening deeply, and structuring the perfect initial meeting
Planning: How to understand your clients' emotional drivers
In this webinar, Dr Tom introduces a human-centric approach to financial planning meetings, focusing on understanding clients’ values, emotions, and life goals - not just their finances.
The client review: How to build trust from staying curious
Dr Tom explores how moving beyond product‑centric and traditional client‑centric models can transform review meetings into deeper, more meaningful conversations.
The long-term client: How to deepen your relationship
Dr Tom covers how to make long-term client review meetings more meaningful - by deepening trust, listening actively, and using the hopes and fears approach to connect financial planning with your client’s evolving goals.
Referrals: How to extend the trust and value of your advice
Dr Tom shares how financial advisers can build trust, listen deeply, set clear expectations, and follow up with intention.
The Money:Mindshift podcast
What if the key to a longer, happier life isn’t just having more money, but changing how we think about it? That’s the core idea behind Money:Mindshift – a fresh approach to how we think, talk, and feel about money.
In our podcast, shaped by clients, Dr. Tom speaks to a range of experts about how to make a mindshift when it comes to dealing with money and our relationship with money.
