How to understand client risk tolerance
To understand you clients risk tolerance, you need to understand their money history.
What really drives money behaviour?
Client money behaviour is driven by cognitive distortions, not biases.
What holds you back from change?
Change can feel hard. Often, the blocks are internal.
Do your clients get cold feet?
Clients can get triggered during money discussions. This is how to help them.
Do you struggle to ask for money?
Learn how to overcome your fears and build confidence in your ability to connect with clients.
How to stop judging your clients
Learn how to stop judging people when you don't understand their behaviour.
What is Money Intelligence?
Why understanding money behaviour is the key to supporting clients.
Couples, money and conflict – a guide for financial planners
Working with couples means it's critical to understand how couples interact around money.
It’s not just about the money?
What financial planners and advisers need to know about understanding their clients.
How money coaching helped an IFA overcome his lifelong money blocks
As an established and successful financial adviser, Graham was good with money – both his and his clients. He enjoyed helping clients meet their financial goals and he made sure they were always fully supported. He was available whenever his clients wanted to discuss any aspect of their portfolios. “I probably do too much,” [...]