Finance Monthly - Global Awards 2021

ELISABETH DAWSON Financial Adviser of the Year, USA 28 Tell us about Copia Wealth Management’s mission and approach? Having worked for Nordstrom for 10 years, the first rule of business was always customer service and that is what I chose to bring with me into this new endeavour. Many within the financial industry may have the technical aspects well in hand, but fail to combine that with customer care, which is where I believe the distinction lies. Conversations about finances and how one relates to money can reveal very personal information. Because of this, we strive to build relationships with our clients that create trust in our abilities with the confidence to openly discuss assets and goals, or as I prefer to describe it, their “Wish List”. Money is emotional and is one of the top causes for emotional distress in a person’s life. There’s a psychology that comes with really understanding a person’s relationship to their money, and why they behave and think the way that they do. So many of us have anxiety regarding money. We work hard for it, we tell ourselves we have to have it, but rarely do we understand it. This is why I became a Certified Money Coach through the Money Coaching Institute. My passion is to truly unveil the possibilities of having a great relationship with money and why it is important to simplify the complexity of money and financial issues in all areas of life. That is why I wrote the book “Wealth By Design” and why I continue to write every year. I want to do great things for great people; to create an amazing life by design and not a life by casualties and therefore have made it my mission to consciously analyse, strategise, find solutions and support people in avoiding the worry and emotional suffering that is commonly attached to the psychology of money. This creates clarity and gives back power over one’s finances, life and future. It is our privilege and mission to support that financial journey and freedom.

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