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74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients

74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients

FromThe Human Side of Money


74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients

FromThe Human Side of Money

ratings:
Length:
43 minutes
Released:
Feb 22, 2023
Format:
Podcast episode

Description

This is the inaugural "Ask Me Anything" (AMA) episode. Whether it's been emails, Twitter DM's, LinkedIn messages, one-off virtual meetings, coaching sessions, or at a conference, one thing has become clear about financial advisors and the human side of advice. You guys have questions. A lot of really good questions. And, I want to help you answer them on your path to mastering the human side of advice. I've got an ongoing list of questions, so if you have a question that you want answered, send it to me via email, Twitter, or LinkedIn. In this episode, you'll learn: Whether you should communicate the value of behavioral coaching to a prospect The top 3 behavioral finance ideas to immediately make an impact in your next meeting How to confidently introduce a "values" conversation with a client you've had for 10+ years   *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/episode74. *For more resources and insights on mastering the human side of advice, check out www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn
Released:
Feb 22, 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!