The Issue: How to get participants in financial planning classes to look at how and why they spend and save. Also, how to talk about money in a fun, non-threatening and engaging way. Who: Robert [...]
Money Habitudes is a simple but powerful tool that helps financial planners better understand their clients’ financial tendencies and identity their comfort zones. It’s also a productive, non-threatening financial conversation starter and ice breaker that builds trust and rapport. As a result, it’s frequently used by financial planners, investment advisors, CPAs and professionals at financial institutions like banks and credit unions.
Financial planners and advisors trust Money Habitudes to better understand clients, build rapport and start productive financial conversations.
It's been said people view a visit to the financial planner as a cross between a root canal, math class, and marriage counseling. But with Money Habitudes my clients actually look forward to our meetings, because they feel happier about their finances.
I’ve really enjoyed using the Money Habitudes cards with clients since 2009 when we made it part of our initial appointment process. It has really opened up some fantastic conversations and helps to build relationship and understanding with clients.
After doing the cards myself, I don’t find that I judge as much as I used to. I really just understand where the client is coming from.