The Human Side of Money Ep. 96: Why Advisors Shouldn’t Give Advice (And What To Do Instead)
Brendan explains why financial advisors should stop giving advice to their clients and what they can do instead that's actually more effective.
Brendan explains why financial advisors should stop giving advice to their clients and what they can do instead that's actually more effective.
Ashley Quamme explains what financial advisors need to know about navigating the dynamics of working with couples and their money.
Samantha Lamas and Danielle Labotka explain their research on the actual reasons that clients hire and fire their financial advisors.
Brendan shares how one email can win clients and their trust.
Brendan shares how to build instant trust and get clients to reveal more information by mirroring their words.
Brendan shares how turning a client's vague goals into a vivid vision builds their motivation and enhances their life.
Brendan reveals 3 proven techniques for financial advisors to enhance their questions and elevate their conversations with prospects and clients.
Brendan reveals how understanding the connection between goals and values leads to a tribe of emotionally-connected clients.
Warren Berger is the world's foremost authority on asking questions, and he explains the art of asking great questions that get great answers from clients and prospects.
Brendan reveals the best three questions financial advisors can ask at each stage of the client journey.