One of the main challenges for financial advisors when it comes to applying behavioral finance is as simple as this: it's a lot easier to construct a financial plan than to deconstruct your client's emotions.
Graeme Newell has been helping financial advisors better understand what goes on in their client's minds by literally putting them in brain scanners for most of his career.
And he takes the insights he learns and turns them into practical advice to improve client's decisions and behavior.
115: The 5 Pillars of The Ultimate Intro Meeting
114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel
113: 8 Secrets To Asking Great Questions That Get Great Answers
112: Using "Influence" Techniques To Persuade Prospects To Become Clients with Evan Beach
111: The Most Important Skill In Financial Advice
[GREATEST HITS] Episode 18: Understanding A Client's Money Mindset In Order To Maximize Their Well-Being with Sarah Newcomb
110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild
109: How To Deliver Advice That Clients Actually Follow
108: The Secrets To Communicate With Confidence In Any Situation with Matt Abrahams
107: The Communication Superpower For Creating Authority And Urgency with Sten Morgan
106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie
105: The Importance of Giving Advice That Sticks with Dr. Moira Somers (Repost)
104: The Best Ideas & Insights From 2023
103: Making The Shift To Human-First Financial Guidance with Ross Marino
102: Delivering Advice That's Easy To Implement By Making It Reasonable Not Rational
101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson
100: A Collection of Advisor Stories Telling The Power of The Human Side
99: Understanding How Your Client's Past And Future Impacts Financial Decisions Today
98: Creating A Unique Money Vision To Build A Client's Ideal Life with Jake Northrup
97: A Blueprint For Conducting "Re-Discovery" Meetings With Long-Time Clients with Meghaan Lurtz
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Reaching your Goals
Insights@work
Business Dad
The Ken Coleman Show
The Cardone Zone