Get the app
Nina Hajjar
Partner at Stratos CA in Los Angeles. Created a custom “money personality” assessment to help her advisory team better understand client behavior.
Best podcasts with Nina Hajjar
Ranked by the Snipd community
8 snips
Jun 3, 2025
• 1h 30min
Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar
chevron_right
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.
The AI-powered Podcast Player
Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
Get the app