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Three Goal Setting Mistakes and How to Help Your Clients Avoid Them

Mother and daughter talking with counselor during family counseling session

Goal setting mistakes can discourage your clients and harm their attempts to take back control of their money and their lives. As we discussed in previous blogs and as our Center for Financial Social Work materials (Financial Social Work Certification and Financial Support Groups) address clearly, setting goals and taking action on those goals are crucial to achieving financial wellbeing. So, how can you help your clients avoid goal setting mistakes?

First, you must address some of the common mistakes that people make when they set goals. By helping your clients learn how to recognize these mistakes, they will then be able to plan ahead to avoid them. Then, you can share a proven goal setting strategy with your clients to help them see successful results with their financial goals and any other goals they wish to achieve. We address both parts of this equation in today’s blog post.

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10 Qualities of an Effective Financial Education Support Group Leader

Effective Financial Education Support Group Leader

Leading a Financial Education Support Group can be a very fulfilling venture. Working in a group environment also requires a different set of leadership skills than working one-on-one with clients. In today’s post, we share ten leadership qualities you must have or develop if you wish to become an effective Financial Education Support Group leader.

Whether you are a graduate of our Financial Social Work Certification or new to the Center for Financial Social Work, you can find all the materials you will need to help support clients in a group setting in our Financial Education Support Group Kit. You will also find the following ten leadership skills along with facilitating behaviors for group leaders, common errors of leaders, group guidelines and much more to help your group take back control of their money and their lives in our Facilitator Training Manual.

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Employ a Reflective Listening Strategy to Empower Financial Change in Your Clients

financial counselor meeting with African American couple

Financial change, or any change for that matter, is never easy for your clients. And no matter if your clients are in a stage of contemplating change or in a stage of denial as it pertains to the need for financial change, you must understand how to gain their trust and empower them to take the necessary actions to achieve long-term financial change.

You will learn in our Financial Social Work Certification that it is important to employ reflective listening with your clients in order to build rapport and trust and to motivate them to change. In today’s blog post, we’ll discuss the confusion associated with active listening and reflective listening. We’ll also share the basics of how to implement a reflective listening strategy to motivate change in your clients.

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Hope Helps Set the Stage for Long-Term Financial Behavioral Change

diverse group working together

When it comes to helping your clients achieve long-term financial behavioral change, it is important that you understand the vital role hope plays in that change. In fact, one of the first things you learn during your Financial Social Work certification is that hope and change are the underpinnings of Financial Social Work. Hope opens the door to change while hopelessness closes the door.

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Help Your Clients Become Savers and You will Empower Them to Create a Secure Financial Future

financial matters

A secure financial future is rooted in savings. When you help your clients understand that financial truth, you are one step closer to helping them find their way to financial wellbeing. Just that understanding, however, is not enough for your clients to take control of their money and their lives. Understanding must be followed with action, and in today’s blog post, we’ll review some action steps which will help your clients become savers and create a secure financial future.

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Why Your Financial Education Support Groups Should Drop the Traditional Financial Education Model

Woman talking to group of people in a circle

Financial education support groups are an excellent option for empowering your clients to make long-lasting financial behavioral changes. Unfortunately, the format of most of these support groups are based on an failed financial education model. In today’s blog post, we will look at the differences between the traditional financial education model and the Financial Social Work model. And in looking at those differences, it will be clear that the FSW model is the clear choice for financial education support groups which have the goal of empowering your clients to achieve long-lasting financial wellbeing.

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Learn How to Support Your Clients as They Manage Financial Stress

young couple worried at home in stress accounting bank payments

Are you aware how financial stress affects your clients’ wellbeing? Are you even aware how stress – both daily stress and financial stress – affects your own wellbeing? If you are not handling your own stressors, then you can’t be effective at helping your clients understand or take action to deal with their financial stress.

To learn more about financial stress, its negative effects on your clients mental, physical and fiscal health, and ways you can support your clients in managing their stress, you are invited to join us for a free webinar titled How Financial Stress Impacts Wellbeing. Sign up here for the free webinar which takes place Thursday, June 25th at 2:00 PP ET. All individuals who register will also receive a free recording of the webinar.

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10 Tips to Help Your Clients Create Positive Change in Their Lives

counselor talks to woman in office

Helping your clients create positive change in their lives is an essential aspect of empowering those clients to achieve long-term financial behavioral change and financial security. As your clients see positive changes in other aspects of their lives – no matter how small – they will, in turn, begin to believe in themselves. Belief in oneself is the essence of self-empowerment, and it gives your clients the confidence that they do have the inner strength and the ability to take back control of their money and their lives.

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