April 2014 

Philanthropy Learning Exchange 

Leslie Strebel, CLTC

Strebel Planning Group

Money Personalities; Why Don't my Clients Do the Rational Thing?

Clients and Prospects often act in ways that confound their advisors. This interesting and interactive session will point out how our Money Personalities (yours as well as theirs) impact relationships as trusted advisors and can be identified to help clients make better and more objective decisions. Leslie is a Certified Money Coach with the Money Coaching Institute in Petaluma, Ca. as well as Managing Partner of The Strebel Planning Group, and will share her experiences and impressive results!