Whether it’s happening next year or 50 years in the future, talking about planning for the retirement years and beyond can be challenging and emotionally charged, especially when other people are involved. Money Habitudes makes it easy to start productive, authentic conversations without talking about numbers or using test-like forms.
You’ll receive an instant money personality profile providing insights into what motivates your clients’ financial behavior, as well as their values, risk-taking behavior and potential emotional obstacles to following-through with a plan.
Working with couples, families or business partners? It’s common for one person to lead the conversation, not giving you the full picture. Using Money Habitudes gets everyone participating, in a safe and productive way. Even if someone doesn’t say anything or says what is expected, the Money Habitudes results will provide the insights you’re looking for to include everyone.
Your own attitudes and beliefs around money can unknowingly affect how you interact with and advise your clients. Discover how you may unintentionally come across as judgmental or unsympathetic when working with clients across socioeconomic backgrounds — or how you may overlook information if you readily identify with your clients.
We help to humanize conversations around money – allowing you to better understand what makes your clients comfortable and what drives their decision-making.
Tony Owings, a certified financial planner at A.R. Owings Financial Strategies, was searching for a... Read More
Robert Cain of Arque Capital Ltd in Scottsdale, AZ was challenged with getting participants in... Read More
“Financial advice has evolved from selling insurance and investment products, to having meaningful conversations about how people can achieve the life they want with the money they have. Money Habitudes is a fantastic, non-threatening way to open conversations about money. If you want to have deeper relationships with clients, and conversations that make a real impact in their lives, you really need to bring Money Habitudes into every single client engagement.”
Brian Foster Creator, The Financial Caddie
Many people view a visit to the financial planner as a cross between a root canal, math class, and marriage counseling. With Money Habitude,s my clients actually look forward to our meetings, because they feel happier about their finances.
Holly P. Thomas CFP, Holly P. Thomas, LLC
I’ve been using Money Habitudes with my clients since 2009. It has really opened up some fantastic conversations and helps to build my relationship and understanding with clients.
Scott Malcolm, CFP Director, Money Mechanics Pty Ltd
It’s an interactive way to engage with a client on a non-confronting level. By doing it in a game form, it removes barriers and you can have an open conversation about pretty personal stuff. People laugh and bring into their awareness what they're already really doing unconsciously.
Lea Schodel, Wellthy Pty, Ltd, AU
The first time I sat down with a financial advisor I was 41 — and it was a big step for me. Although my husband and I discussed our investments, I felt incompetent and took no responsibility for decision-making. I was caught in Neverland — sounding assertive like modern woman, while acting out my role as Cinderella, letting Prince Charming rescue me and take care of our finances. Old messages are hard to shake!
Just sharing basic financial information with a planner can feel like giving up control and power. It requires really trusting someone whom you (typically) know only through a referral.
Horsesmouth – Understand your clients, build trust, and problem-solve with “Money Habitudes,” a quick and fun financial planning tool.