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
• Referrarls
• 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 a roadmap for advisors to combine financial psychology with technology on the path to transforming their client outcomes.

You'll Learn:

• Using technology to create a "feel good" moment
• How to work with couples that have financial secrets
• Why 6 of 10 clients say their advice isn't personalized
• The technology features that lead to higher client engagement
• The 5 financial psychology actions that create better client outcomes

The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.

*For more resources discussed in this episode --> Go Here.

*To receive the monthly "Wisdom Round-Up" newsletter full of practical ways to apply the human side of advice --> Go Here.

*Follow Brendan for insights on mastering the human side of advice:

Twitter

LinkedIn

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 goals.=

*To receive the monthly "Wisdom Round-Up" newsletter full of practical ways to apply the human side of advice --> Go Here.

*Follow Brendan for insights on mastering the human side of advice:

Twitter

LinkedIn

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 to work with you?

If you answered yes to any of these questions, then here's the harsh truth you need to hear:

Getting prospects to become clients requires more than expertise. It requires persuasion.

And if you can learn to persuade more effectively, then your life-changing impact will be greater and more widespread.

In the popular book Influence: The Psychology of Persuasion, Robert Cialdini presents research on six psychological principles to persuade prospects to become buyers.

Fortunately, Evan Beach took the research from the book and created a version specifically for financial advisors.

In this episode, he'll reveal how financial advisors can use influence techniques to persuade more prospects to become clients.

You'll Learn:

• The sales mindset every advisor should have
• How and why to implement a waitlist for prospects
• The psychological reason not to charge for financial plans
• The "freemium" model he uses for his prospecting process
• Why advisors are scared to embrace effective sales techniques

The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.

*For more resources discussed in this episode --> Go Here.

*To receive the monthly "Wisdom Round-Up" newsletter full of practical ways to apply the human side of advice --> Go Here.

*Follow Brendan for insights on mastering the human side of advice:

Twitter

LinkedIn