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.
Human-centric advice webinars
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.
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.
The Money:Mindshift podcast
Tune into our podcast where author, financial wellbeing pro and host, Dr. Tom, chats with experts about shifting your financial perspective.
Tools and resources
What does your client's best life look like?
The first step to getting your clients prepared for their future is to encourage them to picture what their best life could look like.
Our Best life tool can inspire your clients to envision their future selves – helping them to harmonise today's joyful spending with tomorrow's purpose.
Financial wellbeing exec summary
An executive summary of our financial wellbeing index with tips on how you can support your clients.
Financial wellbeing personas
We created a summary of our research into the nation’s financial wellbeing and how you can support your clients.
Your written financial plan
Do you or your clients need help writing a life plan? Use our template to help them gain a sense of whether they're on track to achieve their financial wellbeing goals.
