17: Adrian Murphy | Delivering Human-First Financial Planning With A Chief Behavioral Officer
Adrian Murphy is the CEO of Murphy Wealth, a multi-award winning financial planning firm in the UK. Most recently, his firm made waves throughout the industry with the announcement that they were hiring a Chief Behavioral Officer as a part of their transition to a “human-first” strategy.
In this episode, we discuss:
- The decision to transition to a “human-first” strategy and what the vision looks like for the firm and for clients
- The importance of getting clients from a “thinking” place to a “feeling” place and how to do it
- The reason he intentionally avoids starting a question with the word “Why”
- The listening workshops his firm goes through to hone their listening skills
- How he came to the decision to hire a chief behavioral officer
- What he envisions for the role of a Chief Behavioral Officer and the ways he expects it to benefit client outcomes and the growth of the firm
And more!
For more information and resources discussed in this episode, visit: www.wiredplanning.com/episode17
To join a community of like-minded advisors and planners around the world looking for top-notch insights and information on how to leverage behavior, psychology, communication, and emotion to master the human side of money, visit Wired Planning.
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