The Psychology of Money and Wealth Transfer
September 18-20, 2023 - Alpharetta, Georgia.
Attendees had the opportunity to earn CEU credits in this exciting new field taught by published academics and practitioners in psychology and wealth management. In this blend of financial management and psychology, we learned how to improve clients’ Money Happiness™ with hands-on case studies and new techniques that could be utilized immediately.
Understanding Client Psychology Can Boost Money Happiness
According to a recent study, nearly three in four Americans rank finances as the number one stress in their life. Helping your client’s money worries isn’t just a matter of risk tolerance. Our cutting-edge research shows that understanding people’s indelible psychological traits and their “money memory moments” allows you to understand how they think about money and their money decisions. This course taught attendees how to unlock their clients’ Money Happiness by offering them something customized for their specific money-personality.
In this first-of-a-kind course blending personality psychology and wealth management practices, we learned a proven system of principles that improve client trust in you. Not just because you deliver strong returns, but because you helped them for the first-time figure “the money thing out,” and it was all in how you framed it individually, distinctly, “perfectly” tailored just for them.
This course helped attendees to know their current and prospective clients deeply, and advance practices with greater differentiation, higher client satisfaction and better conversion of prospective clients.
