61 min listen
71: 9 Guiding Principles For The Human Side of Advice
71: 9 Guiding Principles For The Human Side of Advice
ratings:
Length:
45 minutes
Released:
Jan 25, 2023
Format:
Podcast episode
Description
You'll never truly master the human side of advice until you have the right mindset to do it. And, unfortunately, most advisors need a complete re-programming. One that wipes clean most of what you've been taught over the years. A mindset shift that transforms the way you approach your clients and your practice. If that sounds daunting, don't worry. I've distilled it into 9 guiding principles. Once you've fully embraced these 9 principles, you'll have the foundation to master the human side of advice in a way very few advisors ever will. In this episode, you'll learn: Why you should focus less on what people want to accomplish What prospects/clients ACTUALLY want and how to deliver Why there's no such thing as an irrational decision Why life always comes before money in your process *The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode, check out www.wiredplanning.com/episode71. *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn
Released:
Jan 25, 2023
Format:
Podcast episode
Titles in the series (100)
14: Moira Somers | The Importance of Giving Advice That Sticks (Part One): The perfect plan is rendered useless in the absence of execution. Flawless technical advice minus implementation is worthless. While you would think that providing someone a step-by-step plan to accomplish their goals while minimizing their fears... by The Human Side of Money