Guiding clients into making appropriate decisions, based on their financial picture, can be a challenge.
One of the most important things we can do for our clients is to LISTEN to what they are (and aren’t) saying. Their input and opinions are valuable tools for a Financial Representative! Afterall, we work for them. One of the keys to making the relationship work, is to figure out how their mind works. This article that I am going to share has some tips for dealing with the “Brick Wall.”
Within the article is a link to completing a Money Mindset Quiz – which you can complete for your own knowledge, as well email the link to potential clients to try and get some insight on how they view money.
http://www.advisor.ca/my-practice/know-your-clients-financial-personalities-52725
http://www.proprofs.com/quiz-school/story.php?title=money-mind-set-quiz