Financial Advisor Success Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar
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Jun 3, 2025 Nina Hajjar, a partner at Stratos CA in Los Angeles, revolutionizes client interactions with her custom 'money personality' assessment. This innovative tool helps advisors decode client financial behaviors before meetings, leading to more personalized service. Nina discusses the importance of understanding financial psychology to enhance communication and the complexities of firm acquisitions. She shares insights on building strong client relationships and trusting instincts in business, advocating for resilience and personal growth in the financial advisory field.
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Acquisition Sourcing Strategies
- Acquisitions can be sourced through various channels like partners, recruiters, and industry networks.
- Multi-custodian capabilities provide flexibility to work with clients across different account platforms.
Hire Servicing Advisors Wisely
- Ensure strong operational support before hiring servicing advisors to avoid transition issues.
- Establish clear, simple compensation and role structures to retain key team members.
Master the Art of the Meeting
- Teach advisors to let clients speak first and focus on understanding their stories.
- Use personal client stories to tailor service and build trust through genuine care.