Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
Written by: Chelsea Emery | Jeff Motske has one of the strongest ways to tease out client priorities I’ve heard in quite a while.
“What if?” Motske asks clients.
“What if one if your partner needs critical care? What if you want to move to Arizona? What if one of your kids starts a family on the other side of the country?,” the CEO of Trilogy Financial asks.
It’s deceptively simple, but an excellent method for getting at the heart of clients’ values and fears.
“These are critical questions,” Motske told me during a recent visit to Financial Planning offices in New York. “You want to ask them before things happen.”
...We are at our best as educators and space-makers for a deeper engagement with the financial world, and all our work with our clients should spur on hope.
Many people in my profession would not make an immediate leap from the late physicist and cosmologist Stephen Hawking to our work of capital markets, mutual funds and financial planning. This is understandable. Our work in financial advising is overtly pragmatic. It’s either mathematical or fervently personal, with little room for theory or imagining the “why” behind what we do. It is—I suggest—so much like the world of science Hawking was awakened to 50 or more years ago. He watched as the imaginations of his peers went deeply to the practical, to the technological, while he dreamed of deeper questions about how and why.
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