Three important questions every advisor should answer:
If you answered yes to any of these questions, then here's the harsh truth you need to hear:
Getting prospects to become clients requires more than expertise. It requires persuasion.
And if you can learn to persuade more effectively, then your life-changing impact will be greater and more widespread.
In the popular book Influence: The Psychology of Persuasion, Robert Cialdini presents research on six psychological principles to persuade prospects to become buyers.
Fortunately, Evan Beach took the research from the book and created a version specifically for financial advisors.
In this episode, he'll reveal how financial advisors can use influence techniques to persuade more prospects to become clients.
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:
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)
95: Navigating The Dynamics Of Working With Couples And Money with Ashley Quamme
94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka
93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz
92: Systems That Scale Human-To-Human Connection Throughout An Advisory Business with Libby Greiwe
91: The Email That Wins Clients And Their Trust
90: Building A Service Model To Help Clients Align Money & Purpose with Justin Castelli
89: How Financial Empathy And Data Visualization Influence Client Behavior with Dr. Michael Thomas
88: The Power of Mirroring Clients' Words
87: Incorporating The Human Element Throughout The Planning Process with Hannah Moore
86: A Collection of Wisdom To Conduct The Ultimate Intro Meeting
85: How (And Why) To Turn Clients' Vague Goals Into Vivid Visions
84: A Three-Step Guide To Transform Your Relationship With Money with Bari Tessler
83: 3 Proven Techniques To Enhance Your Questions And Elevate Your Conversations
82: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part II)
81: A Framework For Facilitating Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part I)
80: The Golden Circle of Financial Advice: Understanding The Connection Between Goals & Values
79: Behavioral Finance Principles That Actually Improve Financial Behavior with Barry Ritholtz
78: The Art of Asking Great Questions That Get Great Answers with Warren Berger
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