THE INTERSECTION OF PSYCHOLOGY AND MONEY
How people think about money and their money decisions are predictable. We provide cutting-edge training for wealth advisors to generate Money Happiness™ for clients.
WE GIVE PEOPLE THE TOOLS THEY NEED TO
01Deeply understand and build trust with current and prospective clients through the lens of psychology.
02Understand how personality traits of clients can help anticipate their financial or other behaviors.
03Improve your communication skills to guide clients to better decisions while building long-lasting relationships.
Generate Money Happiness for Clients
What if your clients couldn’t stop talking about you – not just because you deliver strong returns, but because you helped them for the first-time figure out “the money thing” and it was all in how you framed it individually, distinctly, perfectly just for them.
Deepen Client Trust
It’s not like you don’t have a good track record of success or your client doesn’t understand your advice. But there can be a gap between your advice and their actions. Dramatically improve your client’s Money Happiness simply by understanding their psychology.
Become an Expert in Understanding People
The Goliath in the room with your client isn’t their risk tolerance, it’s their financial anxiety that stems from not understanding who they are and the narrative they tell themself about money. Tailor financial plans based on the individual psychology of every client that speaks “their language.”
Continuing Education Courses
The Psychology of Money and Wealth Transfer
September 18-20, 2023 - Alpharetta, Georgia
In this blend of financial management and psychology, we learned how to improve your clients’ Money Happiness with hands-on case studies and new techniques for immediate use. This course will help you know your current and prospective clients deeply, and advance your practice with greater differentiation, higher client satisfaction and better conversion of prospective clients.
Taught by published academics and practitioners in psychology and wealth management.