The goal of the human-centred financial advisor is to positively influence behaviour and ultimately help clients achieve a sense of financial wellbeing. For meaningful change to occur, clients need to be in the right mental and emotional state, and the starting point for this is self-awareness.
However, self-awareness is not only important for clients. An advisor’s emotions, biases, and moods can also influence the advice process. It is therefore essential for human-centred financial advisors to develop their own self-awareness and understand how to guide clients towards greater self-awareness.
But what is self-awareness? Why is it so important? And how can advisors help clients become more aware of their money mindset?
These are the questions that Rob Macdonald will explore on 29 July in the fifth webinar of Amity’s 10-part series, The Human-Centred Financial Advisor. The webinar, titled Self-awareness – The foundation of connection, will provide practical insights into one of the most important foundations of effective advice.
Don’t miss this opportunity to enrich your clients’ advice experience, deepen client relationships, and enhance the value you deliver as a trusted advisor.