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:
37: The Irrational And Invisible Influences That Drive Human Behavior with Rory Sutherland
36: Integrating A Life Planning Approach In Your Practice with Scott Frank
35: The Tools To Assess, Predict, and Change Client Behavior with Sarah Fallaw
34: Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin
33: Values-Based Financial Advice That Works in Real Life with Natalie Taylor
32: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part II)
31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)
30: Exploring the Mindsets and Motivations Driving Money Decisions with Rachel Cruze
29: The Behavioral Coaching Dilemma: Giving Clients What They Want Instead of What They Need
28: The Human Side of Digital Marketing with Samantha Russell
27: Enhancing Client Connection and Outcomes In Virtual Financial Planning Meetings with Dr. Sarah Asebedo
26: Financial Therapy Skills 101 For Financial Advisors with Nathan Astle
25: Uncovering Your Client's Most Meaningful Goals with Samantha Lamas
24: Improving Client Decisions and Behavior Using Brain Science with Graeme Newell
23: The Best Question To Ask Prospects In A First Meeting
22: Jay Mooreland | Applying Behavioral Finance Principles To Coach Clients and Differentiate Your Business
21: Travis Parry | A Research-Based Method To Actually Achieve Work/Life Balance
20: George Kinder | The Future of Financial Planning is Life Planning
19: Brian Portnoy | Mapping Money To Meaning On The Path To Funded Contentment
18: Sarah Newcomb | Understanding a Client's Money Mindset In Order to Maximize Their Well-Being
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