Private Workshops

Moolala offers customized private workshops to corporations, associations and organizations interested in improving their peoples’ financial well-being. The company also offers workshops specifically tailored to the financial services industry. Programs range from short 2-3 hour workshops to full day and multi-day events.

Potential topics include:

Making Moolala:
How to get a handle on your money so you can live the life you want

This workshop introduces the 5 step Moolala Method and provides an overview of the key elements of the process.

  • Step 1: Lay the foundation. Why smart people do dumb things with their money (and what you can do about it).
  • Step 2: Determine what you want. Think holistically about your life and formulate goals across a broad range of areas including experiences you want to have, where you want to contribute, your goals for family, career, home and health.
  • Step 3: Develop the plan. Identify the key actions you need to take to get what you want.
  • Step 4: Take action. Formulate declarations and reminders to help you overcome procrastination and get moving.
  • Step 5: Stay engaged. Set your life up so that your personal finances are easy and require little of your time and energy

Figuring out your financial adviser:
How to make this relationship really payoff

Your financial adviser plays a big role in your ability to meet your retirement goals. Yet many people spend more time and energy on their relationship with their golf pro or hair stylist, than with the person how guides their investments. In this workshop you will learn how to:

  • Assess your financial advisor’s performance, both in terms of the results of your investments, and the level of service you receive.
  • Create a list of questions so you can confidently ask what is in your investment portfolio, how your adviser is compensated and how you can get the most for the money you’re paying.
  • Communicate what is working and what isn’t working about the relationship, in a way that leads to clearer expectations for both of you and the potential for a more rewarding partnership.
  • Determine when it is time to find a new adviser and how to move on gracefully and guilt-free.


The Moolala Method – for Financial Advisers:
A new perspective on client engagement

An engaged client is a good client. They’re easier to deal with, refer more prospects and get better results because they do what they say they will do. Yet client engagement can be tough to build. Market volatility, a scarcity of time and the prevailing view that personal finance is both boring and intimidating are all hurdles for you to overcome.

This workshop is designed especially for financial advisers, enabling you to better help your clients get a handle on their money so they can live the life they want. It builds on what you already know works, while providing you with a new perspective on client engagement. You will:

    • Gain a better understanding into why smart clients sometimes do dumb things with their money (and what you can do about it).
    • Develop your ability to make personal finance more relevant to clients, and at the same time reduce some of the negative associations that come with it.
    • Learn new ways to open up the lines of communication with both current and prospective clients, improving your ability to meet their needs and build trust.

For more information on private workshops click on Contact us. We’d be happy to discuss some ideas with you.