How do you read your telephone number? The pattern is 5-3-3.
01234 – 123 – 456
If someone reads your number, 01- 2341- 234 -56, your brain has to process what is being said. It’s not familiar. What about 012341-23456; it’s still strange. Perhaps 01- 234- 123- 456 is less strange.
I like the word perspective. Trying to see things differently and to challenge existing thought processes. It’s changing from the familiar.
In the world of investing, wealth managers, private banks, stockbrokers have one aim; don’t lose the money. It doesn’t mean “don’t make losses”, it means “Don’t let the client money walk somewhere else”. As such, if they can make everything familiar, it is less likely you will want to see things differently.
When they talk to you about money issues, your investments, tax etc…the pattern is 5-3-3. The messages feel right to you. You prefer certainty and familiarity.
Sometimes you have to feel uncomfortable to make better financial decisions. That requires a different relationship.