AstuteWheel launches Cognitive Style
AstuteWheel has announced the launch of Cognitive Style, empowering financial advisers and their teams to frame advice in line with how their clients think, process information and prefer to communicate.
“Cognitive Style is a tool and process that aligns financial advice with the way a client naturally thinks,” said AstuteWheel Managing Director, Hans Egger (pictured). “Just as a lens brings clarity to vision, Cognitive Style helps financial advisers gain a clearer understanding of how clients think, process information and make financial decisions.”
By uncovering whether a client is analytical, sequential, interpersonal, or imaginative, advisers can refine their approach, ensuring financial advice is aligned with the way clients naturally interpret and respond to information.
“It even allows advisers to position exactly the same advice in two different ways, to match how individual members of a couple think.”
Egger says traditional financial planning has long been dominated by numbers, logic and spreadsheets, which assumes that all clients process financial information this way, when in fact, research shows 80% of financial decisions are driven by emotion.
“To build trust and improve decision-making, advisers must present advice that aligns with the way their clients think,” Egger added. “Cognitive Style helps advisers navigate their clients’ unique cognitive thinking preferences, ensuring that every conversation, Statement of Advice and ongoing financial service is delivered in a way that resonates, engages and builds trust.”
By tailoring strategies to match cognitive preferences, advisers can enhance communication, build stronger relationships and boost financial confidence, leading to better decision-making and long-term success.
How it works
Cognitive Style categorises clients based on their preferred way of processing information, that is:
- Analytical – Data-driven, logical decision-makers who prefer research, facts and numbers
- Sequential – Process-driven clients who thrive on structure, order and step-by-step strategies
- Interpersonal – Emotionally connected, relationship-focused individuals who prioritise security and personal impact
- Imaginative – Big-picture visionaries who prefer creative problem-solving and long-term possibilities
“With Cognitive Style, financial advisers no longer have to guess how to engage clients effectively. Instead, they can match their advice delivery to each client’s cognitive thinking preferences, making financial plans clearer, more engaging and easier to act on,” Egger said.
“This is the future of financial advice – personalised, insightful and built around how clients think.”
