There is one skill that will impact your success and your client's success more than anything else.
The ability to listen.
More specifically, the ability to listen with empathy and curiosity.
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
*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:
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
[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
96: Why Advisors Shouldn't Give Advice (And What To Do Instead)
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