More important than what questions you ask is how you ask them.
In this episode, shares 8 proven ways to ask better questions that lead to better answers, conversations, and relationships.
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.=
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*Follow Brendan for insights on mastering the human side of advice:
17: Adrian Murphy | Delivering Human-First Financial Planning With A Chief Behavioral Officer
16: Joy Lere | Changing Behavior By Focusing On Communication and Connection
15: Moira Somers | The Importance of Giving Advice That Sticks (Part Two)
14: Moira Somers | The Importance of Giving Advice That Sticks (Part One)
13: Dan Allison | The Psychology of Referrals
12: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part Two)
11: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part One)
10: Meghaan Lurtz | Improving Client Behavior By Bridging the Gap Between Your Current and Future Self
9: Insulating Your Value From the Commoditization of Investments and Financial Planning
8: Daniel Crosby | The Path To Building A "Behavioralized" Practice
7: Catherine Morgan | How to Explore Client's Emotions, Beliefs, and Behaviors
6: Neil Bage | Bringing Behavior to Life in Financial Planning
5: Andy Hart | Focusing on Managing Humans Instead of Assets to Deliver Better Outcomes
4: Greg Davies | Behavioral Insights to Maximize Anxiety-Adjusted Returns
ANNOUNCEMENT: New Name. Same Mission.
3: The Vision - A Blueprint for Mastering the Human Side of Money
2: The Origin - Identifying the Forces Shaping the Value and Future of Advice
0.5: The Preview - Why Now and What To Expect
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