29: The Behavioral Coaching Dilemma: Giving Clients What They Want Instead of What They Need
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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