Financial advice requires working with money and people.
Working with money is the easy part.
You need a calculator and some decent math skills.
Working with people is the hard part.
You need an understanding of what goes on in their brain.
Ted Klontz says, "The more you understand how the brain works, the more effective you'll be working with people."
In this episode, he reveals what advisors need to know about the brain in order to create motivation and connection with clients and prospects.
In this episode, we discuss:
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/episode75.
*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.
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