82: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part II)
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Show Notes
In 2005, Josh Gilliam set out to research, read, and learn everything he could about behavioral finance, psychology, and communication.
He was seeking to master the human side of advice.
18 years later, he admits it’s still a work in progress. But, he took what he learned and created the [Fi] Life Framework. A framework he uses to facilitate better conversations and connections with clients and prospects.
We discuss:
- The [Fi] Self Profile: A tool for learning more about a client’s financial beliefs and history
- How helping a client learn about their past created a relationship-altering conversation
- The [Fi] Life Big Decision App: A tool to guide clients toward making better decisions
- Why the human side of advice will provide a natural boost to client testimonials
- Why it’s important to have clients document their decision-making processes
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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: