Download Our Free eBook Now
Thank you!
Oops! Something went wrong while submitting the form.
The FEQ Profile gives a unique perspective
into how financial advisors can improve
emotional intelligence by understanding why your
clients' decision-making behavior changes under stress.
it's easy to focus on the pros and cons of financial instruments, the numbers that drive client returns. The reality of serving clients lies more in the gray area. People make decisions based on emotions: greed, fear, envy, insecurity, and love. Navigating these is often more important than the projected returns of a portfolio.
Understand Your FEQ Profile
You want to grow as a person and grow your relationships with your clients. To do that, you must grow your emotional intelligence to be able to understand your clients and how they make decisions.
You can help your clients understand their EQ through them taking our quick and easy proprietary assessment. When your clients understand their EQ, it will align your clients to make better decisions.
Improving your EQ allows you to better understand how your clients make decisions in a healthy versus stress state allowing your business to have a greater impact in the lives of your clients.
Emotions play a critical role in our day-to-day financial decision-making. At present, there are over three million financial advisors and insurance agents in the U.S. and Canada, of which 92,000 are CERTIFIED FINANCIAL PLANNER ™ practitioners. If you are a financial professional (either working as a CFP® professional, financial advisor, accountant, or insurance agent), this FREE eBook will help you understand, manage, and work through your clients' emotional behaviors to better advise your clients, particularly under stress.
Download Now