eBook
Motivating Clients to Act
A Guide for Transforming Intentions into Actions
According to eMoney research, 45 percent of clients struggle with motivation, while a majority face a persistent disconnect between their financial goals and actual behaviors.1 This core challenge could make or break your ability to create a lasting impact on your clients’ lives. When clients don’t act on your recommendations, their financial outcomes suffer, their confidence in the planning process erodes, and your practice feels the impact.
This guide will explore:
- The psychological foundations of client motivation
- Techniques for fostering lasting client engagement
- Methods for overcoming resistance and building momentum
- Tools for maintaining progress and accountability
Download our eBook to get expert insights on how to motivate your clients to act on their financial plan.
1eMoney Leading with Planning Research, May 2022, Advisors n=360
About eMoney
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
