In 2012, Shaun Erickson founded Single Point Partners because he wanted to do something different.
As a solo advisor at the time, his primary focus was on building a process with one main focus:
Building it around the client's agenda (a.k.a. - the things that matter most to the client).
Fast forward to 2023, and his focus has shifted.
Now, he's focused on building a human-first approach into the fabric of an entire firm.
Whether you're a solo advisor trying to embrace a human-first approach or a firm owner wondering how to build an entire firm with a human-first approach, you're in the right place.
Shaun Erickson takes us inside Single Point Partners to share exactly how to build a human-first approach into the fabric of your entire firm.
In this episode, you'll learn:
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.
*For more resources discussed in this episode --> Go Here.
*To receive the monthly "Wisdom Round-Up" newsletter full of practical ways to apply the human side of advice --> Go Here.
*Follow Brendan for insights on mastering the human side of advice:
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114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel
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112: Using "Influence" Techniques To Persuade Prospects To Become Clients with Evan Beach
111: The Most Important Skill In Financial Advice
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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
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
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