{"id":76388,"date":"2025-03-20T06:12:08","date_gmt":"2025-03-19T19:12:08","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=76388"},"modified":"2025-03-24T16:06:47","modified_gmt":"2025-03-24T05:06:47","slug":"understand-what-makes-clients-tick","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2025\/03\/20\/understand-what-makes-clients-tick\/","title":{"rendered":"Understand What Makes Clients Tick"},"content":{"rendered":"<p>Financial planning and client engagement firm <a href=\"https:\/\/www.astutewheel.com.au\/\" target=\"_blank\" rel=\"noopener\">AstuteWheel<\/a> has launched Cognitive Style, a tool the company says can help advisers deliver financial advice that resonates with clients.<\/p>\n<p>The firm&#8217;s MD <strong>Hans Egger<\/strong> says: \u201cCognitive Style helps financial advisers gain a clearer understanding of how clients think, process information, and make financial decisions.\u201d<\/p>\n<figure id=\"attachment_76389\" aria-describedby=\"caption-attachment-76389\" style=\"width: 150px\" class=\"wp-caption alignright\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-76389\" src=\"https:\/\/riskinfo.com.au\/news\/files\/2025\/03\/Hans-Egger.jpg\" alt=\"Hans Egger\" width=\"150\" height=\"180\" \/><figcaption id=\"caption-attachment-76389\" class=\"wp-caption-text\">Hans Egger&#8230;Helping advisers understand how clients think.<\/figcaption><\/figure>\n<p>He says advisers can tailor the delivery of advice by knowing whether a client is analytical, sequential, interpersonal, or imaginative, &#8220;&#8230;ensuring financial advice is aligned with the way clients naturally interpret and respond to information&#8221;.<\/p>\n<p>Egger says the system allows advisers to position exactly the same advice in two different ways &#8220;&#8230;to match how individual members of a couple think&#8221;.<\/p>\n<p>He says Cognitive Style categorises clients based on their preferred way of processing information and helps ensure every conversation, statement of advice, and ongoing financial service is delivered in a way that engages and builds trust.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Financial planning and client engagement firm AstuteWheel has launched Cognitive Style, a tool the company says can help advisers deliver financial advice that resonates with clients. The firm&#8217;s MD Hans Egger says: \u201cCognitive Style helps financial advisers gain a clearer understanding of how clients think, process information, and make financial decisions.\u201d He says advisers can [&hellip;]<\/p>\n","protected":false},"author":23,"featured_media":76392,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[48,6994,5,6837,248],"tags":[],"class_list":{"0":"post-76388","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-company-news","8":"category-education","9":"category-services","10":"category-soft-skills","11":"category-training"},"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/76388","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=76388"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/76388\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media\/76392"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=76388"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=76388"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=76388"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}