There is one skill that will impact your success and your client's success more than anything else.
The ability to listen.
More specifically, the ability to listen with empathy and curiosity.
In this episode, we'll look at:
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:
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
77: Best Questions For Each Step Of The Client Journey
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