You'll never truly master the human side of advice until you have the right mindset to do it.
And, unfortunately, most advisors need a complete re-programming.
One that wipes clean most of what you've been taught over the years.
A mindset shift that transforms the way you approach your clients and your practice.
If that sounds daunting, don't worry.
I've distilled it into 9 guiding principles.
Once you've fully embraced these 9 principles, you'll have the foundation to master the human side of advice in a way very few advisors ever will.
In this episode, you'll learn:
- Why you should focus less on what people want to accomplish
- What prospects/clients ACTUALLY want and how to deliver
- Why there's no such thing as an irrational decision
- Why life always comes before money in your process
*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/episode71.
*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.
*Follow Brendan for insights on mastering the human side of advice:
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