Michelle Arpin Begina - Writing a New Money Story

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Daniel Crosby speaks with Michelle Arpin Begina. Michelle got her official start in the world of financial planning with American Express Financial Advisors, where she counseled high net worth individuals to not only manage their wealth and build their legacy, but to experience a sense of ease in their relationship with money. It’s a concept she’s honed throughout her career: our relationship with money (yes, it’s a relationship!) impacts our ability to create and enjoy prosperity. Michelle has brought this unique approach to each of her successive roles, serving as District Investment Specialist and later Annuity and Compliance Specialist for Northwestern Mutual Life, New York City District Financial Planning Specialist for Merrill Lynch, and Vice President - Wealth Management for Smith Barney/Morgan Stanley before finding her home at Snowden Lane. She is a Certified Financial Planner (CFP®) practitioner, Certified Investment Management Analyst (CIMA®), a New Jersey Five Star Wealth Manager, and twice named one of Worth Magazine’s Best 250 Financial Advisors and holds B.S. in Business Administration from Rider University and Graduate Certificate in Financial Therapy from Kansas State University In 2020 she launched MichelleAB, a lifestyle platform that provides financial education, tools, events, and emotional intelligence on money to women around the world.

Tune in to hear:

- Now that she has space from it, and also expertise in the field, what were some of the factors that drove her parents to such conspicuous consumption?

- Where do our money scripts originate from? Are we shaped definitively by our environment & upbringing or can we forge a new path for ourselves?

- How did Michelle come to a place where she was more comfortable reckoning with her own money story and opening up about this to others?

- How can we be aware of different life stages and make sure that we are meeting  our clients where they’re at?

- How can we normalize our clients’ money behavior without reinforcing maladaptive behaviors?

- What is contextual self-control?

www.michelleab.com

Compliance Code: 0203-OAS-2/1/2022