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:
56: 10 Insights To Master The Human Side of Advice
55: Infusing Life Into The Financial Planning Process with Tim Maurer
54: Helping Clients Achieve Life Money Balance with Dr. Preston Cherry
53: The Psychology of Decision-Making in Financial Planning with Hal Hershfield
52: Developing Emotional Intelligence (EQ) To Transform Relationships With Clients And Prospects with Beverly Flaxington
51: The Financial Therapy Skills & Techniques Every Financial Advisor Needs with Dr. Kristy Archuleta
50: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part II)
49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I)
48: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part II)
47: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part I)
46: Defining "Enough" And "Off The Balance Sheet" Conversations with Jeremy Walter
45: Designing A Discovery Process To Maximize Return On Life with Mitch Anthony
44: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part II)
43: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part I)
42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida
41: How Financial Coaching Skills Enhance Communication, Connection, and Follow-Through with Saundra Davis
BONUS: The Application of Psychology in Financial Planning
40: Successfully Guiding Clients Through The Changes And Transitions Of Life with Susan Bradley
39: A Masterclass In Excelling At The Human Side Of Advice with Carl Richards
38: A Framework For Understanding And Navigating The Dynamics Of Working With Couples with Ed Coambs
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