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:
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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