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Trade Publication Article
Connecting Clients to their Money
2015
Overview
Most of the time the author is comfortable with himself, but some of the time he still feels like he needs to prove something. This kind of questioning helps him better understand why he is about to do something. The issue is to understand spending motives and then connect actions with core values. Ultimately, this is why clients hire planners. Most of them have these kinds of discussions with their clients daily. And they really matter. At times, they need to encourage certain clients to take action. Other times, they need to ask them to explore why they are making choices that seem personally incongruent. If they can connect clients to their money, clients will fully appreciate their value. To build a practice on the conversations that will help clients uncover their purpose and to help them be seen for who they really are makes this an incredibly rewarding profession.
Publisher
Financial Planning Association
Subject
