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:
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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