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Show Notes
You’ll never truly master the human side of advice until you have the right mindset to do it.
And, unfortunately, most advisors need a complete re-programming. One that wipes clean most of what you’ve been taught over the years. A mindset shift that transforms the way you approach your clients and your practice.
If that sounds daunting, don’t worry. I’ve distilled it into 9 guiding principles.
Once you’ve fully embraced these 9 principles, you’ll have the foundation to master the human side of advice in a way very few advisors ever will.
We discuss:
- Why you should focus less on what people want to accomplish
- What prospects/clients ACTUALLY want and how to deliver
- Why there’s no such thing as an irrational decision
- Why life always comes before money in your process
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Resources:
- 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
Connect with Brendan Frazier: