Episodios

  • 118: A 3-Step Process For Crafting A Statement of Financial Purpose – Part I

    118: A 3-Step Process For Crafting A Statement of Financial Purpose – Part I
    Jul 11 2024
    A Statement of Financial Purpose serves as the mission statement for your client’s financial life. It acts as the north star or lens for making financial decisions to ensure they are aligned with what’s truly most important. Most advisors love the idea, but they don’t know how to do it. Fortunately, Andy Baxley created an …

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    1 h y 19 m
  • 117: Mastering The Art of Trust-Based Selling with Kerry Johnson

    117: Mastering The Art of Trust-Based Selling with Kerry Johnson
    Jun 20 2024
    The growth of your business hinges on your ability to build and establish trust with prospective clients. In this episode, Kerry Johnson, “America’s Business Psychologist” reveals psychological insights on how to master the art of trust-based selling. You’ll Learn: Signs that a prospect is interested (or not!) The anatomy of an elevator speech that actually …

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    1 h y 18 m
  • 116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter

    116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter
    Jun 5 2024
    Love and money are two emotional subjects on their own. And one HIGHLY emotional subject when combined together. Next time you meet with a couple, think about these numbers: 70% have disagreed about their financial situation 73% say finances are a source of tension in their relationship 47% say this tension has impacted the intimacy …

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    1 h y 14 m
  • 115: The 5 Pillars of The Ultimate Intro Meeting

    115: The 5 Pillars of The Ultimate Intro Meeting
    May 15 2024
    The intro meeting is the lifeblood of an advisory business. It’s either the single most expensive or the single most profitable activity that you’ll ever engage in. Yet, almost everything you’ve been taught about how to conduct these meetings is backwards. It contradicts everything psychology research tells us that a prospect needs. In this episode, …

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    35 m
  • 114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel

    114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel
    May 2 2024
    The combination of financial psychology and technology has a multiplier effect on client outcomes. Advisors who effectively integrate both into their practice see significantly higher levels of: Satisfaction Loyalty Referrals Trust But, before you get these outcomes, you have to know how to effectively combine the two. Fortunately, Emily Koochel pioneered this research and provides …

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    1 h y 29 m
  • 113: 8 Secrets To Asking Great Questions That Get Great Answers

    113: 8 Secrets To Asking Great Questions That Get Great Answers
    Apr 18 2024
    More important than what questions you ask is how you ask them. In this episode, shares 8 proven ways to ask better questions that lead to better answers, conversations, and relationships. The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial …

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    39 m
  • 112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach

    112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach
    Apr 3 2024
    Three important questions every advisor should answer: Do you think you provide a valuable and life-changing service? Do you think your clients are better off with you than without you, even after they pay? Do you find that even though they’re better off with you, they still need a little nudge to make the decision …

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    1 h y 6 m
  • 111: The Most Important Skill In Financial Advice

    111: The Most Important Skill In Financial Advice
    Mar 28 2024
    There is one skill that will impact your success and your client’s success more than anything else. The ability to listen. More specifically, the ability to listen with empathy and curiosity. In this episode, we’ll look at: The neuroscience and benefits of listening 3 ideas to instantly improve your listening skills An advisor testimonial on …

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    35 m