Shows
PROpulsion LIVES2E14 - Understanding your client's Financial DNA® using Money EQ ft. Robyn Clay and Hendrik CraffordSend us a textMoney EQ is an international behavioural discovery process that allows financial advisors to identify their clients’ financial personalities and decision-making styles – helping you to build that human connection.So during the process of getting to know your client and build trust, MoneyEQ enables:- Better advisor-client matchings- Enhanced advisor-client communication- Knowing more about what motivates your clients' spending decisions- Understanding their risk behaviour- Discovering their behavioural biases- Assessing your clients' market mood- Improving goals discovery- Coll...2021-07-0337 min