74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients
Audio is streamed directly from the publisher (media.blubrry.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
This is the inaugural “Ask Me Anything” (AMA) episode.
Whether it’s been emails, Twitter DM’s, LinkedIn messages, one-off virtual meetings, coaching sessions, or at a conference, one thing has become clear about financial advisors and the human side of advice.
You guys have questions. A lot of really good questions and I want to help you answer them on your path to mastering the human side of advice.
I’ve got an ongoing list of questions, so if you have a question that you want answered, send it to me via email, Twitter, or LinkedIn.
Here’s what you’ll learn:
- Whether you should communicate the value of behavioral coaching to a prospect
- The top 3 behavioral finance ideas to immediately make an impact in your next meeting
- How to confidently introduce a “values” conversation with a client you’ve had for 10+ years
To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here
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: