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.

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Hadeda - https://www.hadeda.co.za/

Connect with Robyn Clay on LinkedIn

Connect with Hendrik Crafford on LinkedIn

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