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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


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)


Whenever you’re ready, there are 3 ways I can help you take your relationships and your practice to the next level:

  1. Human Side of Advice Masterclass: Build a human-first planning process to convert prospects into life-long clients
  2. The Ultimate Intro Meeting: Learn how to qualify and convert prospects in 30 minutes without being salesy
  3. HSOA Core Membership: Exclusive content, courses and conversations to master the human side of advice with like-minded advisors

If you’re interested, let me know here.