Your client isn't just the person sitting in front of you today.
It's who'll they become 30 years from now.
And, it's who they were 30 years ago.
They might be making a decision in the present. But, their decisions in the present are shaped by the experiences of their past and influenced by their vision of the future.
When you work with human beings and money, it's crucial that you fully understand the powerful forces that the past and future play on your client in the present.
In this episode, we'll look at:
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
*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.
*Follow Brendan for insights on mastering the human side of advice:
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
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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