On Demand

Who Is Your Client? Uncovering Client Personality, Attitudes, Values, and Beliefs

How does your client’s personality impact saving, spending, and investing decisions? In this session, you’ll get an overview of what makes each client unique in terms of personality, attitudes, beliefs, and values.

You’ll learn the difference between stable client characteristics (like agreeableness and extraversion) and temporary ones (like feelings and moods).

You’ll leave the session with an understanding of how to measure different types of characteristics using observations, interviews, and tests.

*CFP Credits not applicable for viewing the recording

Speakers

Sarah Fallaw, PhD

President and Founder

DataPoints

Sasha Grabenstetter, AFC®, BFA™

Senior Financial Planning Education Consultant

eMoney

You’ll learn the difference between stable client characteristics (like agreeableness and extraversion) and temporary ones (like feelings and moods).

You’ll leave the session with an understanding of how to measure different types of characteristics using observations, interviews, and tests.

*CFP Credits not applicable for viewing the recording

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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.