91 min listen
29: The Behavioral Coaching Dilemma: Giving Clients What They Want Instead of What They Need
29: The Behavioral Coaching Dilemma: Giving Clients What They Want Instead of What They Need
ratings:
Length:
31 minutes
Released:
Jul 30, 2021
Format:
Podcast episode
Description
The value of behavioral coaching continues to show up as the top "value-added" service provided by financial advisors. And, while it's no surprise to advisors that have been working with emotional human beings on an emotionally-charged topic like money, studies also show that over 80% of advisors DON'T actively promote this value to clients or prospective clients. In this episode, Brendan helps financial advisors understand what clients think about behavioral coaching, think about whether they should be actively promoting the value, and reveals the ways to communicate it most effectively. For more insights and ideas on how to embed behavioral finance in your practice, visit: www.wiredplanning.com
Released:
Jul 30, 2021
Format:
Podcast episode
Titles in the series (100)
20: George Kinder | The Future of Financial Planning is Life Planning: Financial planning without any regard for the person's dreams, values, and life they want to live is nothing more than numbers on paper. A person's dreams, values, and life they want to live without any regard for money is nothing more than a fantasy.... by The Human Side of Money