91 min listen
98: Creating A Unique Money Vision To Build A Client's Ideal Life with Jake Northrup
98: Creating A Unique Money Vision To Build A Client's Ideal Life with Jake Northrup
ratings:
Length:
115 minutes
Released:
Oct 25, 2023
Format:
Podcast episode
Description
It's one thing for advisors to say they want to get better at the human side. It's another thing to actually start making changes to your processes and conversations. And, it's another thing entirely to have your entire meeting process and deliverables focused on the human side. Yet, that's exactly what Jake Northrup has done. At his firm, Experience Your Wealth, Jake has made a point to optimize the human element in every single meeting. From the questions they ask to the deliverables they provide, he's thought of it all. In this episode, Jake gives us an inside look into each meeting to reveal how he infuses the human side to help clients live their ideal life. Things you'll learn: Using "micro-steps" to improve client behavior The process they use to help clients create their "Unique Money Vision" The psychological power of "spending experiments" to help clients live their best life The action item dashboard they use to improve the gap between knowing and doing The "Life Planning Timeline" he creates to visualize and prioritize what's most important 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 -> Go Here. *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:
Oct 25, 2023
Format:
Podcast episode
Titles in the series (100)
20: George Kinder | The Future of Financial Planning is Life Planning: Financial planning without any regard for the person's dreams, values, and life they want to live is nothing more than numbers on paper. A person's dreams, values, and life they want to live without any regard for money is nothing more than a fantasy.... by The Human Side of Money