71 min listen
40: Successfully Guiding Clients Through The Changes And Transitions Of Life with Susan Bradley
40: Successfully Guiding Clients Through The Changes And Transitions Of Life with Susan Bradley
ratings:
Length:
113 minutes
Released:
Dec 8, 2021
Format:
Podcast episode
Description
"When life changes, money changes. And when money changes, life changes." - Susan Bradley Change and transition is a constant and pivotal part of our clients' lives. And it's these moments that can shape both the future of their life and their money. But successfully guiding clients through the changes and transitions of life requires more than sound technical knowledge and advice. Susan Bradley coaches advisors around the world how to navigate change and joined the show to help advisors understand the dynamics of change, the psychology of transitions, and the skill set advisors need to successfully guide clients through the constant changes and transitions in life. We discuss: Why technical knowledge is insufficient to manage change and transition Why decision-making is the most crucial element of navigating transitions The "Decision-Free Zone": Process to help prioritize tasks without getting overwhelmed The importance of being a thinking partner during times of transition to help clients develop clarity An example of "sound" technical advice that morphed into "bad" advice without deep listening skills *For more resources discussed in this episode, check out www.wiredplanning.com/episode40. *For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.
Released:
Dec 8, 2021
Format:
Podcast episode
Titles in the series (100)
8: Daniel Crosby | The Path To Building A "Behavioralized" Practice: Daniel Crosby ( and ) is one of the most highly-respected minds in the modern world of behavioral finance, especially within the realm of financial services. As a Chief Behavioral Officer, his job is to help advisors with the practical application of... by The Human Side of Money