skip to main content
Advising Families on Money: The Difference Strengths Make

Advising Families on Money: The Difference Strengths Make

Webcast Details

  • Gallup Called to Coach Webcast Series
  • Season 2, Episode 16
  • Learn the difference in communication, collaboration and decision-making that CliftonStrengths make in the area of personal finance.

On a recent Called to Coach, we spoke with Gallup-Certified Strengths Coach Margret Trilli. Drawing on her international career in investment management, corporate strategy, and executive leadership, Margret advises families on finance and investment topics, business management, and growth strategies.

Margret began to focus intently on strengths-based development in 2006 as part of a pilot program with senior leaders in a large organization. Eager to begin, she jumped ahead of the company-wide launch of the CliftonStrengths assessment and purchased StrengthsFinder 2.0 for her team. She quickly found that it fast-tracked her ability to manage effectively by knowing the innate individual talents of her team members.

Margret's unique position advising ultra-wealthy families presents complicated and high-impact problems among family members and their assets. Although she doesn't provide direct financial advice, she uses strengths to help her clients spend more wisely and in areas that bring them greater joy.

The spending problems that Margret deals with aren't exclusive to individual spending. She says most of the time families have to work together when making financial decisions. Her role is to help family members use their individual strengths to collaborate effectively and come to a decision. For example, a person with Activator might spend more quickly, while someone with Deliberative needs to take time to think about a decision.

By knowing each other's strengths, family members have the tools to communicate more effectively, which is very important when money is involved.

To learn more about Margret and how she uses strengths to help families make wise spending decisions, watch the full video above.

Margret Trilli's Top 5 CliftonStrengths are Achiever, Strategic, Ideation, Learner and Relator.

Learn more about using CliftonStrengths to help yourself and others succeed:

Gallup World Headquarters, 901 F Street, Washington, D.C., 20001, U.S.A
+1 202.715.3030