Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

71: 9 Guiding Principles For The Human Side of Advice

71: 9 Guiding Principles For The Human Side of Advice

FromThe Human Side of Money


71: 9 Guiding Principles For The Human Side of Advice

FromThe Human Side of Money

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)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!