Jean Archary at HUM South Africa 2022
Human Under Management
At the Humans Under Management South Africa 2022 event, speaker Jean Archary presented on the complexities of managing personal emotions and relationships with money. With extensive experience in financial education, Archary shares her unique insights as a human under management.
The talk focuses on the impact of personal money stories on financial behaviours. It challenges financial advisers to understand the emotional backgrounds of their clients to better support them.
Key Points:
- Personal experiences shape individual relationships with money, influencing choices and behaviours.
- Advisers should empathise with clients' backgrounds to provide tailored guidance.
- Emphasising emotional awareness can help clients shift their financial perspectives.
- Financial education should encompass emotional and spiritual connections with money, not just technical skills.
Watching this video will equip financial advisers with the knowledge to foster deeper client relationships, enhancing empathy and understanding in their practice. This approach will lead to more meaningful conversations about money management and ultimately improve client outcomes.
