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*The featured partner for this episode is a must-have tool for helping clients follow-through and implement advice. After all, the best advice is useless in the absence of execution. Rather than stressing about follow-up calls and emails, Knudge provides a built-in system designed to improve follow-through. Best of all, you can try it with 12 clients for free.

Episode Summary

If you want your clients to actually follow-through on the advice you give, you have to shift your approach.

You have to shift from “Advisor-Driven” to “Client-Inspired” advice.

Client-inspired advice provides the client with:

  1. Control
  2. Confidence
  3. Autonomy

When you can provide these three things, it paves the way to behavior change and implementation of advice.

In this episode, we’ll look at:

  • What psychology research tells us about giving advice
  • The three essential elements of client-inspired advice
  • Questions and scripts for delivering client-inspired advice

Resources

10 Insights To Master The Human Side of Advice (Article)

10 Insights To Master The Human Side of Advice (Podcast)

Episode 75: Understanding The Brain To Ignite Motivation Within Clients and Prospects with Ted Klontz

“Where Formal Financial Plans Fail” (Financial Advisor Magazine)

 

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