Mental Wealth: Six Steps to Promote Mental & Financial Health

Joyce Marter

Recording: YesLanguage: EnglishDuration: 45 min / 15 minSpeaker rating: 4.3 out of 5 from 25 participants across all their sessions
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Mental Wealth: Six Steps to Promote Mental & Financial Health

This one runs as a masterclass: Joyce Marter takes your colleagues through the research and the thinking behind it, with live questions throughout.

Joyce Marter
Your expert

Joyce Marter

Joyce Marter, LCPC, CSP is a licensed psychotherapist, entrepreneur, and mental health thought leader specializing in the psychology of money.She is the author of The Financial Mindset Fix: A Mental Fitness Program for an Abundant Life, which has been published in four languages and earned nine book awards.

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Session Summary

In this engaging and practical session, psychotherapist and financial wellness expert Joyce Marter reveals how improving your mental health can directly enhance your financial well-being—and vice versa. Through six transformative steps, Joyce helps participants explore the deep psychological roots of money behaviors, including financial trauma, unconscious money scripts, and common cognitive biases.

Attendees will learn how to shift from a scarcity mindset to one of abundance, set healthier financial boundaries in relationships, and apply mindfulness techniques to reduce money-related stress. The session also covers practical strategies for managing finances, building resilience, and cultivating a growth mindset to support both personal and professional success.

Grounded in neuroscience, behavioral economics, and over 25 years of clinical experience, this talk equips attendees with tools to increase clarity, confidence, and prosperity in every area of life.

Interaction

During the expert session, Joyce Marter engages participants through a series of interactive activities and Q&A using Mentimeter, an interactive engagement tool.

Key Learnings

Detailed session description

Explore the psychology of money and how to shift your thinking to change your relationship with money, welcoming true prosperity. In this enlightening session, Joyce delves into research that highlights the connections between positive self-esteem—such as confidence, self-compassion, and self-care—and financial prosperity. She illustrates how your self-worth is intricately linked to your net worth.

Attendees will learn practical techniques to promote financial health using cognitive behavioral therapy, narrative therapy, and mindfulness practices. These methods will help you reframe your mindset around money, fostering a healthier, more positive approach to financial management.

Furthermore, the session explores the concept of true prosperity, which encompasses both financial wellness and personal well-being. Joyce emphasizes that true prosperity involves not only financial success but also health, strong support systems, work-life balance, and overall happiness.

Join this session to gain valuable insights and tools to enhance both your financial and personal prosperity.

According to participants

What people said afterwards.

From the survey every participant gets when the session ends, in their own words.

Thanks for the session it was very interesting
In answer to “Any other feedback?”
Reaalllyyy love this program!:) Thank You:)
In answer to “Any other feedback?”
In general it was an excellent Onboarding, only in one of the dynamics I was alone in the group without interacting with anyone.
In answer to “Any other feedback?”
Great session.
In answer to “Any other feedback?”
Before you book

Questions about Mental Wealth: Six Steps to Promote Mental & Financial Health

Is this for beginners or for people who already know the subject?

No prior knowledge is assumed. It is built for a general working audience, and people who already know the subject get the research and the practical side rather than an introduction. What the hour itself covers: In this engaging and practical session, psychotherapist and financial wellness expert Joyce Marter reveals how improving your mental health can directly enhance your financial well-being—and vice versa. Through six transformative steps, Joyce helps participants explore the deep psychological roots of money behaviors,...

What kind of session is this?

A masterclass. Joyce Marter takes your colleagues through the subject and the reasoning behind it, and answers live questions. It is practical in what people take away, without the hour turning into an exercise class.

Is Joyce the right expert for this?

Joyce Marter is one of the experts we auditioned ourselves, and we produce every session so we see how each one lands. Participants rate this session 4.0 out of 5, across 25 responses, and rate Joyce personally 4.3 out of 5.

Is this session interactive, or do people just watch?

It is interactive, and the block higher up on this page says exactly how for this session. Nobody has to speak up who does not want to: the chat and the polls carry most of it, and the questions can come in anonymously.

How long does it take, and what do we have to prepare?

It runs 45 min / 15 min: the talk, then live questions. All you do is pick a date. We brief Joyce, produce the session, host and moderate it, run the Q&A, and send you the report within an hour of the end.

Who can join, and where does it run?

A team, a department, an employee network or every single employee at once, with no cap and no per-seat price. It runs inside your own Microsoft Teams, Zoom or Google Meet, or on a branded page we build. No integration, no login, no company device or e-mail.

Can our global colleagues follow it?

The session is delivered in English. You can add high accuracy live subtitles in 8, 16 or 24 languages, so everyone follows in their own. That is a paid option, priced by the number of languages you need.

Will our IT department have a problem with this?

No, and that is by design. There is nothing to install, nothing to integrate and no connection to your systems, so there is nothing for IT to validate: we join your own Teams, Zoom or Meet as a guest speaker, or we host a page and your people open a link. No software, no accounts, and no data of yours that we can reach. It is why hundreds of companies, among them some of the largest technology and financial firms in the world, were able to start within a day.

How does this work under GDPR?

We never receive or hold personal data about your employees. Because the session runs in your own environment, attendance and identity stay with you, and what we report back is aggregated: numbers, ratings and survey answers, not people. That is also why IT approval usually takes minutes rather than weeks.

What do we get afterwards?

You keep the recording and can share it internally. You also get attendance over time, participant ratings for the content and the speaker, the survey answers, and the topics your people asked for next.

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