17: Adrian Murphy | Delivering Human-First Financial Planning With A Chief Behavioral Officer
March 3, 20211h 57m
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Show Notes
Adrian Murphy is the CEO of Murphy Wealth, a multi-award winning financial planning firm in the UK. Most recently, his firm made waves throughout the industry with the announcement that they were hiring a Chief Behavioral Officer as a part of their transition to a “human-first” strategy.
We discuss:
- The decision to transition to a “human-first” strategy and what the vision looks like for the firm and for clients
- The importance of getting clients from a “thinking” place to a “feeling” place and how to do it
- The reason he intentionally avoids starting a question with the word “Why”
- The listening workshops his firm goes through to hone their listening skills
- How he came to the decision to hire a chief behavioral officer
- What he envisions for the role of a Chief Behavioral Officer and the ways he expects it to benefit client outcomes and the growth of the firm
- And more!
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