Super Session: The Money Egg

Here’s a method to have more effective money discussions with clients. The Money Egg can enhance and deepen the traditional interview method of discovering a client’s money history by engaging the right and left sides of the brain. Developed by psychologists, Kahler adapted this interactive technique to use in his financial planning practice. You will walk away from this session with having experienced the use of this tool and practical information on how you can add it to your toolbox.

The Money Egg exercise is an experiential and visual tool that involves a client in exploring and telling his money history. The communication process, developed by psychologists, replaces the traditional interview method of discovering a client’s money history. This communication method deepens and enhances the client’s experience by engaging the right and left sides of the brain.