The value of behavioral coaching continues to show up as the top “value-added” service provided by financial advisors.

And, while it’s no surprise to advisors that have been working with emotional human beings on an emotionally-charged topic like money, studies also show that over 80% of advisors DON’T actively promote this value to clients or prospective clients.

In this episode, Brendan helps financial advisors understand what clients think about behavioral coaching, think about whether they should be actively promoting the value, and reveals the ways to communicate it most effectively.

For more insights and ideas on how to embed behavioral finance in your practice, visit: www.wiredplanning.com

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If you’re a financial advisor or advisory firm who wants to pursue growth through digital marketing, but you’ve always been unimpressed with the results, you’ve probably skipped the most important part:

The human side of digital marketing.

Knowing the behavioral and psychological principles to build trust and connection online while intentionally designing for the desired behavior forms the foundation of any successful digital marketing strategy. (Especially in an industry where obtaining a client means getting them to trust you with their life savings!)

Fortunately, the industry’s foremost authority on digital marketing, Samantha Russell, joined us to discuss:

• The #1 goal for social media that most advisors get wrong
• Specific ways to design your website for instant trust and rapport
• The “5 Second Test” to determine the effectiveness of your website’s messaging
• Ideas for showing prospective clients what to do rather than telling them
• How to market your advisory firm in a world where planning and investments are commoditized

For more information and resources, visit: www.wiredplanning.com/episode28.

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Every financial advisors knows how crucial it is to effectively build trust and connection with prospects and clients.

Study after study and story after story will tell you that’s what clients look for when choosing an advisor and it’s why they stay with their advisors.

But, is it even possible to build the same level of trust and connection virtually?

Is it reasonable to expect the same level of comprehension and follow-through from the client (or prospective client)?

Dr. Sarah Asebedo and her colleagues conducted a study to help financial advisors and financial planners better understand the keys to building trust and connection in virtual meetings.

For more resources and information from this episode, visit www.wiredplanning.com/episode27

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