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76: Emotionally-Compelling Conversations To Fast-Track Trust And Likability with Deirdre Van Nest

76: Emotionally-Compelling Conversations To Fast-Track Trust And Likability with Deirdre Van Nest

FromThe Human Side of Money


76: Emotionally-Compelling Conversations To Fast-Track Trust And Likability with Deirdre Van Nest

FromThe Human Side of Money

ratings:
Length:
110 minutes
Released:
Mar 15, 2023
Format:
Podcast episode

Description

We all know that human beings buy on emotion and justify with logic. Yet, when meeting with a prospect, the majority of advisors default to leading with logic rather than emotion. The success of your prospect meeting hinges on your ability to communicate in a way that takes them out of their heads and into their hearts. Once you do that, you can create a level of trust in 3 minutes that often takes 3 years. Fortunately, Deirdre Van Nest works with advisors on the keys to communicating in an emotionally-compelling way to fast-track trust and likability in the first meeting. In this episode, we discuss: Keys to making yourself relatable in a first meeting Why the purpose of a prospect meeting shouldn't be determining fit A superpower to get prospects to decide faster Getting someone to open up by "flipping the script" The importance of a "Why" story to explain what you do The magical question to ask at the beginning of the meeting   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/episode76. *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:
Mar 15, 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!