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The Human Side of Money

The Human Side of Money

Business

111: The Most Important Skill In Financial Advice

111: The Most Important Skill In Financial Advice

2024-03-28
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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 neuroscience and benefits of listening
  • 3 ideas to instantly improve your listening skills
  • An advisor testimonial on the power of listening

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:

Twitter

LinkedIn

view more

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63: Defining Financial Purpose By Viewing Money As A Tool Rather Than A Goal with Derek Hagen
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62: The Psychology of Communicating and Delivering Advice with Dr. Derek Tharp
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61: A Toolkit To Change Client Behavior And Improve Follow-Through of Advice
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59: Tools For Discovering And Changing A Client’s Money Mindset with Rick Kahler
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58: The Advisor’s Guide To Money And Behavior with Dr. Brad Klontz
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57: The Trust Formula: How To Consistently Build Trust With Clients and Prospects With Mary Schmid
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56: 10 Insights To Master The Human Side of Advice
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55: Infusing Life Into The Financial Planning Process with Tim Maurer
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54: Helping Clients Achieve Life Money Balance with Dr. Preston Cherry
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53: The Psychology of Decision-Making in Financial Planning with Hal Hershfield
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52: Developing Emotional Intelligence (EQ) To Transform Relationships With Clients And Prospects with Beverly Flaxington
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51: The Financial Therapy Skills & Techniques Every Financial Advisor Needs with Dr. Kristy Archuleta
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50: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part II)
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49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I)
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