74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients

The Human Side of Money

Feb 22 2023 • 43 mins

This is the inaugural "Ask Me Anything" (AMA) episode.

Whether it's been emails, Twitter DM's, LinkedIn messages, one-off virtual meetings, coaching sessions, or at a conference, one thing has become clear about financial advisors and the human side of advice.

You guys have questions. A lot of really good questions.

And, I want to help you answer them on your path to mastering the human side of advice.

I've got an ongoing list of questions, so if you have a question that you want answered, send it to me via email, Twitter, or LinkedIn.

In this episode, you'll learn:

  • Whether you should communicate the value of behavioral coaching to a prospect
  • The top 3 behavioral finance ideas to immediately make an impact in your next meeting
  • How to confidently introduce a "values" conversation with a client you've had for 10+ years

*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, check out www.wiredplanning.com/episode74.

*For more resources and insights on mastering the human side of advice, check out www.wiredplanning.com.

*Follow Brendan for insights on mastering the human side of advice: