Wealth Counseling

Wealth

“Get rich fast and get poor fast are opposing sides of the same coin.”― Daniel Crosby

Successful Wealth Management is not just looking after the money. More than anything, it should also account for the emotional health and well-being of both sides – a professional wealth management service provider and a wealth owner.

The key grounding principle of Limitless Mind Institute is to respond to new lifestyle trends and new psychological needs of modern companies and individuals. We employ a unique combination of scientific insights from Psychology and Cognitive Science merged with a deep empathy, knowledge of the nature of human beings and wealth to serve our customers.

Our exclusive solution - Wealth Psychology & Wealth Counseling - was specifically designed to improve productivity and psychological well-being of individuals and organizations engaged in wealth management.

Our guiding principles and core values

Trust and integrity
Innovation and digitalization
Exclusivity and quality
Privacy and safety
Holistic and empathetic working approach
Dedicated support and guidance on individual bases.

Wealth Psychology & Wealth Counseling for Individuals

When dealing with wealth topics,

it mostly accounts for the well-being, productivity and goals of individuals,

such as:

(Ultra) High-Net-Worth Individuals / Heirs
Wealth / Assets / Investment Managers and Family Office Managers
Private / Investment Bankers and Venture Capitalists
Cryptocurrency / Stock / Currency / Derivatives Traders and Private Investors
Estate Attorneys, Accountants and Financial Advisors / Planners
Start-up Founders, C-Suite Executives and Entrepreneurs.

Our Working Approach

7 Pillars for Individual Wealth Counseling

LEARNING: get basic understanding of what psychology of wealth is all about, including key principles and concepts behind it.
NEW INSIGHTS: map out relationship with wealth, perceptions and attitudes towards wealth and their impact on your well-being.
FACILITATION: facilitate of dialogue between you and your family members regarding topics of financial performance, inheritance or philanthropic activities.
PERFORMANCE: develop strategies for improving your stress response in order to make better decisions. Even when life situations concerning wealth are impacted by the global and private financial / economic crisis and other distressed financial circumstances.
OVERCOMING CRISIS: improve coping and resilience to better manage distressed financial circumstances and maintain life balance.
CHANGE READINESS: incorporate realistic financial loss or gain simulations to build-up change readiness and a right mindset for coping with these changes.
STRESS MANAGEMENT: incorporate stress counselling to relieve stress associated with actual or potential gain or loss of wealth and its potential impact on your personal relationships.

What to expect during sessions?

During initial sessions expect to spend time on introduction, discussion and analysis of your or your client's needs as well as definition of goals for upcoming engagements in an individual or group sessions.
Depending upon the focus and the goals defined, upcoming sessions will incorporate a combination of psychological methods and techniques from Wealth Psychology and Wealth Counseling particularly tailored for you or your client.
You will receive dedicated support helping to develop your skills and strategies needed to cope with emotions caused by a decrease, loss or gain of wealth; those strategies will improve your response (panic, despair etc.) and support better decision making for sustaining your wealth.
You will receive our dedicated support to relieve the stress associated with a potential or actual wealth loss or gain and its potential impact on your interpersonal relationships.
For the best outcome, you will have to invest yourself in the process and work actively on things we discuss both during and between our sessions.
Highly secure and confidential virtual or face-to-face sessions (or a combination of both).
A one month engagement can be planned out to arrange individual sessions and follow ups requiring 10 to 14 hours of the total time investment.
Duration of a single session – 60 min.
Counseling price might warry depending on the focus, goals and duration defined; it will be agreed upon during the initial free session.

Wealth Psychology & Wealth Counselling for Organizations

When dealing with wealth topics,

it mostly accounts for the well-being, productivity and goals of organizations,

such as:

Assets / Wealth Management firms
Hedge Funds and Family Offices
Private / Investment Banks and (Alternative) Investment companies
Private Equity and Venture Capital firms
Estate Attorneys and Financial Advisory / Accounting / Planning firms
Insurance companies
Cryptocurrency, Stock, Commodity and Derivatives Exchanges.

Our Working Approach

6 Pillars for Wealth Counseling for Organizations

LEARNING: courses about wealth psychology topics and its applications in businesses and organizations.
FACILITATION: facilitative psychological support with communication and conflict management techniques during emotionally intensive meetings or negotiations.
NEW INSIGHTS: assessment of client`s perceptions and attitudes towards wealth to support advisory services of wealth managers.
DECISION MAKING: reviewing decision-making processes of teams and individuals to generate new insights about emotions and cognition during the decision-making.
OVERCOMING CRISIS: stress counseling for teams to maintain productivity, relieve distress and better manage dramatic financial circumstances.
INPUTS TO DESIGN & DEVELOPMENT: supporting design and development of digital wealth management tools and applications to address usability and human cognition aspects.

What to expect during sessions?

During initial sessions expect to spend time on introduction, discussion and analysis of your or your client's needs as well as definition of goals for upcoming engagements in an individual or group sessions.
Depending upon the focus and the goals defined (learning, awareness building, insight search, problem solving), upcoming sessions will incorporate a combination of psychological methods and techniques from Wealth Psychology and Wealth Counseling particularly tailored for your organization or your client.
Depending on the scope and goals, coming individual or group engagements will be flexibly planned out to support organizational customers in person or in virtual setting.
You will receive dedicated support helping to develop your skills and strategies needed to cope with emotions caused by a decrease, loss or gain of wealth; those strategies will improve your response (panic, despair etc.) and support better decision making for sustaining your wealth.
You will receive our dedicated support to relieve the stress associated with a potential or actual wealth loss or gain and its potential impact on your interpersonal relationships
For the best outcome, you will have to invest yourself in the process and work actively on things we discuss both during and between our sessions.
Highly secure and confidential virtual or face-to-face sessions (or a combination of both).
A one month engagement can be planned out to arrange individual sessions and follow ups requiring 10 to 14 hours of the total time investment.
Duration of a single session – 60 min.
Counseling price might warry depending on the focus, goals and duration defined; it will be agreed upon during the initial free session.