|
|
Spanish
Speakers |
Financial Educators
and Counselors |
Financial Planners
and Advisors |
Counselors, Coaches,
and Therapists
Marriage and
Premarital Educators |
Individuals,
Couples, and Parents |
Teachers and Youth
Leaders |
Business Consultants |
| |
|
Financial Planners and Advisors |
|
| |
Find Out What Other Financial Advisors Are Saying...
Money Habitudes is an easy, non-judgmental and non-threatening familiar
activity that quickly provides important information and insights about
your clients without asking probing personal questions or making
assumptions based on initial impressions.
Your client will have an experience that's more positive than a
traditional introductory Q&A session, especially given that the Money
Habitudes are cards are associated with the familiar, enjoyable social
entertainment of playing cards. This allows your client to engage more
readily, and will help you establish a stronger level of trust early on.
As the financial advisor, you will have quick insights about the
client's risk-taking behavior and control needs. You'll see whether the
client is pulled in many directions or has clear goals. If you are
working with a couple, the cards will indicate if the partners are too
similar, balance each other out, or are in conflict about financial
values and decisions.
Money Habitudes Solitaire is the most frequently used activity. The deck
of cards includes 54 statement cards that are associated with one of the
six Money Habitudes: Security, Status, Selfless, Free Spirit, Targeted
Goals and Spontaneous. The client completes a simple sorting process,
placing cards into piles identifying behaviors as "like me," "not like
me" or "sometimes like me" (a process that takes about 15 minutes). At
a glance, you and your client will get a sense of the Money Habitudes
that are dominant. By using the interpretation cards, you will gain
valuable clues about thoughts, feelings and patterns of behavior. The
cards also include suggestions for next steps based on each habitude.
The Money Habitudes Guide for Professionals provides questions and
suggestions for more in-depth conversations and activities.
The cards can go beyond your client relationships and offer insight for
you and your business as well. The Money Habitudes Guide for
Professionals includes information "Just for Financial Practitioners",
with tips on how a financial advisor's money habitudes can provide
insights on the way you do business. It includes looking at your comfort
level with different clients and how you may be supporting or sabotaging
your business goals. Other tips include how you may vary your approach
with clients once you know their dominant money habitude.
|
|
|
| |
|
|
|
The cards are a huge hit!
Using the cards involves the audience like nothing I have used before. The
information is fascinating and opens up a whole new conversation about
money. Using the cards as part of my talks has led to an invitation to speak
in front of a group of 300 prospective clients! -
Ellen S. Rogin, CPA, CFP®, President, Strategic
Financial Designs Inc, a member of SEI Wealth Network, Northfield, IL
|
|
|
The cards help people be more
articulate about things that are difficult to talk about and they change the
tone of a meeting--from a serious discussion to a more interactive learning
experience that more fully involves the client. It also deepens the
relationship and bolsters trust. [Click
here to read more.] - Liz Donaghey, Third-party Investment Manager,
Clark Capital Management
Group, Philadelphia
|
|
|
The Money Habitudes cards are
a very powerful tool. They steer clear of the financial jargon that can turn
people off and are not intimidating. I use them with new clients to get
acquainted and break the ice and have also found them to be an invaluable
planning aid for working with couples…the discussion helps them to sort
things out and move forward more cohesively. -
Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, CELP,
President,
Planning for Life, Alamo, CA
|
|
|
|
|
|
|
|
| |
|
|
|
|