Have you heard of Enneagram? It’s a personality typing system that describes nine different, yet integrated, personality types to help identify core motivations. Core motivations are the “why” behind our actions and help provide a path to personal growth and understanding. This knowledge can help financial advisors better understand themselves and their clients.
Join us for an informative seminar as Chelsea Laub, a financial advisor turned coach and Enneagram practitioner, shares how personality and finance intersect, giving you a new perspective. She believes the primary reason for success in a person’s financial journey has little to do with how much money they earn, and more to do with the behaviors and attitudes they have about money.
Agenda
Your own pitfalls, tendencies and strengths regarding money.
Why other people are drawn to money and others are not.
The hidden “why” behind spending habits.
Why clients do what they do regarding money and finances.