Video Blog
Bringing the love back: How to rejuvenate your adviser relationship
Having a great relationship with your financial adviser can make a big difference in your ability to get a handle on your money. Here are some tips on how to get back on track.
Playing the hot stock game: Why so many people get burned
Investing in hot stocks isn’t for everyone. Some reasons why you might consider a simpler strategy.
Membership has its privileges: Making the most out of your “club”
If you’re a member of a book club, an investing club, or any other club, here are some tips on how you can help each other get a handle on your money.
The Priority Pyramid: Figuring out what you should focus on first
Is it debt repayment? Is it focusing on investment performance? This simple model will help you figure out where you are and what you need to do next.
Special Workshop for Advisers
The Moolala Method – for Financial Advisers: A new perspective on client engagement.
This workshop focuses on how you can help your clients get a handle on their money so they can live the life they want.
Click here and scroll down to read more.
About Moolala
Moolala is a personal finance training company, founded by business journalist Bruce Sellery. Its mission is to inspire people to get a handle on their money so they can live the life they want. Moolala delivers fun, inspiring and insightful personal finance education, through keynotes, public and private events, customized online learning centres and a book. Read More
