Robert Cain of Arque Capital Ltd in Scottsdale, AZ was challenged with getting participants in his financial planning classes to look at how and why they spend and save – and get them talking about money in a non-threatening and engaging way. Cain has used Money Habitudes cards in his two-hour financial planning seminars as well as in individual client meetings.
By incorporating Money Habitudes into his financial planning classes, Cain was able to: