S2E14 - Understanding your client's Financial DNA® using Money EQ ft. Robyn Clay and Hendrik Crafford

PROpulsion LIVE

English - July 03, 2021 13:00 - 37 minutes - 26.1 MB
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Previous Episode: S2E13 - 7 books that will positively impact your life

Next Episode: Staying in the helicopter ft. Juanita Vorster

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

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