Catherine Morgan at HUM London 2018
Emotional Connections and Impact
At Humans Under Management London 2018, Catherine Morgan presented on the significance of emotional connections in financial planning. A seasoned financial planner, she shared her personal experiences to highlight the importance of empathy in client interactions.
The talk focuses on how financial advisers can foster deeper emotional connections with their clients, moving beyond jargon to create trust and understanding. It addresses the challenge of engaging clients in a meaningful way, particularly during difficult times.
Key insights include:
- The impact of emotions on financial decisions and behaviours.
- The necessity of using clear, relatable language instead of industry jargon.
- Techniques for building rapport with clients, such as active listening and emotional support.
- Tools like the Money Habitudes personality test to help clients understand their relationship with money.
Watching this video will equip financial advisers with practical strategies to enhance client relationships, improve communication, and ultimately drive better financial outcomes. It offers valuable insights into the emotional aspects of financial planning that can transform practice dynamics.
