Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A "Money Personality" Assessment with Nina Hajjar
Financial Advisor Success · Michael Kitces
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Show Notes
What if you could decode a client's financial behavior before the first meeting? Nina Hajjar has done just that by creating a custom "money personality" assessment. This innovative tool helps her advisory team better understand client behavior, tailor communication styles, and deliver more personalized, consistent service across their $500-million practice.
Nina is a partner at Stratos CA in Los Angeles, and she joins the show today to share how her framework transforms the planning process, complements traditional risk analysis, and even shapes advisor training through what she calls "the art of the meeting." Listen in as she discusses her approach to acquisitions, lessons learned in hiring, and how personal growth—and gut instinct—have guided her leadership journey.
For show notes and more visit: https://www.kitces.com/440