How to Use the Motivated Asset Pattern Assessment with Clients


It can feel impossible to integrate psychological language and tools into traditional financial planning.  Bring Susan into your firm to train your team how to introduce deeper conversations with clients. The Motivated Asset Pattern Assessment helps clients see their dominant money motives and decide more easily how they want to proceed and in what priority. You’ll learn therapeutic communication techniques and how to integrate the MAP Assessment into your planning services. Client trust is strengthened as a result and productive action occurs with greater ease and efficiency. 

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