Episode Details
Back to Episodes
S2E14 - Understanding your client's Financial DNA® using Money EQ ft. Robyn Clay and Hendrik Crafford
Description
Money 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
- Collaboration to articulate your clients' quality-of-life desires
Join us for an insightful discussion with Robyn Clay from Hadeda and also hear from Hendrik Crafford CFP® Certified Integral Coach® on his experience using Money EQ with his clients.
---- Connect with the guests ----
Hadeda - https://www.hadeda.co.za/
Connect with Robyn Clay on LinkedIn
Connect with Hendrik Crafford on LinkedIn
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Support the show ----
Your voluntary support enables the show to grow. To support the show and receive additional benefits:
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/vcf
Twitter: https://twitter.com/francoisdtza
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/francoisdtza
---- Learn with Us ----
Online CPD: https://learn.circulus.co.za/courses/
Webinars: https://learn.circulus.co.za/course-category/webinars/
Podcast: https://www.propulsion.co.za/category/podcasts/
Articles: https://www.propulsion.co.za/category/article/
----Attribution----
Sound effects from Zapsplat.com