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106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie

106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie

FromThe Human Side of Money


106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie

FromThe Human Side of Money

ratings:
Length:
91 minutes
Released:
Jan 24, 2024
Format:
Podcast episode

Description

Trust is the foundation of success in financial advice. You need trust to get prospects to become clients. And you need trust to get clients to follow-through and do the things you ask them to do. Without trust, you have no business. But, if you know how to consistently build trust with both prospects and clients, it will take your relationships AND your business to places very few things can. There's only one problem. Everybody knows how important trust is. But, very few people know how the secrets to consistently building high-trust relationships. Fortunately, Herman Brodie does. Consider this episode the ultimate guide for everything you need to know about trust. Things You'll Learn: The 3 different types of trust How to continue building trust with long-term clients The only type of trust that serves as a competitive advantage The intangible factors that lead investors to choose asset managers The non-obvious benefits trust has on your clients and your business The "Trust Game:" The role of similarity when it comes to building trust   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. *To receive the monthly "Wisdom Round-Up" newsletter full of practical ways to apply the human side of advice --> Go Here. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn
Released:
Jan 24, 2024
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!