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The Core Perspective: How to treat your clients differently to achieve great outcomes

Being an effective financial advisor – and behavioural coach - for your clients is not as simple as following an ‘one size fits all’ approach. People are different, with different views, ways of thinking and personal preferences. The Nedgroup Investments behavioural study revealed six financial personality archetypes that South African’s tend to cluster around. We dive into these six personality archetypes and how you can adapt your meetings, explanations, and communication style to each client to improve their long-term outcomes. Music