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While thinking about a cognitive financial topic, the possessor of charismatic intelligence would seek to constantly think, “How does this idea link into my emotional knowledge?” Conversely, when pursuing an emotional topic, the question, “How does this tie into the cognitive side of finance?” should be asked regularly. We will explore a specific exploration of this through the use of two topics – motivation and interest.

A charismatic financial advisor would seek to understand motivation and interest separately, but also how they tie in to one another. For example, when considering compound interest, the charismatic advisor would also consider how people can be emotionally impacted to understand the value of compound interest and pursue it through action. Emotional and cognitive topics are not viewed in isolation but as interlinking pieces of the same puzzle. This is the truly charismatic approach to the pursuit of applied intelligence.