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Episode Summary

The relationship dynamic between advisors and clients is shifting away from treating the plan and towards treating the person.

The old model was the financial advisor as the “advice giver.” Treating the problem by dispensing advice. It went like this:

Diagnose –> Prescribe

The advisors diagnoses the problem, prescribes the solution, and the clients are simply expected to follow the advice.

The new model has the advisor playing the role of “thinking partner.” It goes like this:

Diagnose –> Discuss –> Decide

Diagnose the situation, discuss the options, decide together on the solution.

The client is the hero of their story.

And the advisor is a thinking partner, a guide, a facilitator, a collaborator, and a problem-solver.

In this episode, we’ll look at:

  • What the field of medicine can teach us about this relationship dynamic
  • Two client stories showing the importance of being a thinking partner
  • Three specific ways to be a thinking partner with your clients


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

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

10 Rules for Human-First Financial Advice (Standard Deviations Podcast)

“How To Tame Your Advice Monster” (Michael Bungay Stanier – TedX)


Whenever you’re ready, there are 3 ways I can help you master the human side of advice:

  1. Human Side of Advice Masterclass: Build a human-first planning process to convert prospects into life-long clients in 10 weeks
  2. The Ultimate Intro Meeting: Learn how to qualify and convert prospects in 30 minutes without being salesy
  3. HSOA Community (LAUNCHING IN OCTOBER): Exclusive content, courses and conversations to master the human side of advice with like-minded advisors

If you’re interested, let me know here.