Developing effective relationships with clients relies on knowing what really motivates them when it comes to their financial wellbeing. Not all clients are the same, and they should not be treated the same.
On February 24, Professional Planner is hosting a briefing on understanding clients’ psychological preferences, featuring Matt Linnert, co-founder of Money Personality; and Robert Skinner, director of innergi.
This briefing will help you to:
• Know clients beyond fact finds and risk profiles.
• Understand client diversity and personal financial behavioural issues.
• Learn the commercial benefit of understanding your clients’ psychological motivators.
