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:
76: Emotionally-Compelling Conversations To Fast-Track Trust And Likability with Deirdre Van Nest
75: Understanding The Brain To Ignite Motivation Within Clients And Prospects With Ted Klontz
74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients
73: The Evolution Of The "Human Dimension" And Helping Clients "Live Big" with Dave Yeske
72: The Power Of Finding Flow For Advisors And Clients with Dr. Jordan Hutchison
71: 9 Guiding Principles For The Human Side of Advice
70: Developing The Essential Communication Skills Every Advisor Needs with Dr. Jim Grubman
69: The Psychology of Referrals (Part II) with Dan Allison
68: The Best Ideas & Insights From 2022
67: How To Guide Comfortable Conversations That Actually Inspire Change with Jeremy Keil
66: Establishing A Goal Hierarchy To Create More Meaningful Goals with Eric Trexler
65: Four Pillars Of The Ultimate Discovery Meeting
64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke
63: Defining Financial Purpose By Viewing Money As A Tool Rather Than A Goal with Derek Hagen
62: The Psychology of Communicating and Delivering Advice with Dr. Derek Tharp
61: A Toolkit To Change Client Behavior And Improve Follow-Through of Advice
60: Using Money To Accumulate Happiness Rather Than Wealth with Chris Budd
59: Tools For Discovering And Changing A Client's Money Mindset with Rick Kahler
58: The Advisor's Guide To Money And Behavior with Dr. Brad Klontz
57: The Trust Formula: How To Consistently Build Trust With Clients and Prospects With Mary Schmid
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