How Money Mindset Shapes Financial Conversations

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On this episode of The Get Ready Money Podcast, I spoke with Dave Won, money mindset sales coach and founder of the Step Zero Workshop, about how our mindset drives the way we talk—and think—about money.

We explored how money mindset isn’t just about beliefs, but the deep emotions and experiences tied to our financial lives. Whether you're a financial advisor or someone looking to improve your money conversations, this episode will give you tools to lead with purpose, not pressure.

Key Takeaways:

• Money mindset is rooted in our feelings and emotional experiences around money.
•  An advisor’s mindset impacts client relationships.
•  Advisors should focus 100% on their clients.
•  Buyers make decisions emotionally, then justify them logically.
•  Live your life with contentment, purpose and intentionality. 
• Chase after impact rather than chasing after money. 

Connect with Dave Won:  

• LinkedIn (here)
• Website (here)

Bio: 

Dave Won is a TEDx Speaker, Certified Money Coach (CMC)®, and the Founder & CEO of Dave Won & Co. Dave has been recognized as a global Top 30 subject matter expert by The Outlier Project. From conferences and summits to the corporate workplace, Dave has been empowering sales teams to transform their money mindset and turn their money blocks into confident, value driven conversations that unlock higher value deals and deeper client relationships. He is a former Air Force Captain with a decorated military career and has been featured by TEDx, ABC, EBN, SWAY Live, Military Media and the Air Force.

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.