Money is emotional. Understanding the feelings behind clients’ resistance to change is key to getting them to adapt their decision making and have a meaningful impact on their financial lives.

Our step-by-step guide provides practical strategies you can use to get to the heart of what motivates your clients—and help them make the shift from inertia to action, including:

• Identifying sources of stress
• Employing tactics to allay fears
• Create awareness and instilling confidence
• Empowering clients to take ownership in the process