When was the last time you thought about:

• What your office or Zoom background is “signaling” to prospective clients?
• What minor detail or design on your website could drastically improve conversions?
• How to package your services in a way that feels less overwhelming and provides clarity around exactly what the client receives?
• What things could be causing your clients to perceive your services as expensive rather than a bargain?

Rory Sutherland, author of Alchemy: The Dark Art and Curious Science of Creating Magic in Business, Brands, and Life, consults with companies around the world to help them enhance their branding and marketing by better understanding the invisible influences that shape our behavior.

We discuss:

• Why you can’t always trust what people say they want
• The real reason why people go see doctors (and financial advisors)
• The psychological challenges involved when saving for retirement (and what to do about it)
• How to use context to influence decision-making and behavior
• The power of “signaling” – the most underrated component in building trust
• And way more!

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Resources:

• “Alchemy: The Dark Art and Curious Science of Creating Magic in Business, Brands, and Life” by Rory Sutherland

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier

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Imagine guiding your clients through a process of discovering what a meaningful, fulfilled life would look like and then providing them with the financial strategies to fuel that vision.

You help your clients clarify and fund their best life. That is life planning.

But, what does life planning actually look like in practice? When do I have these heartfelt conversations? What do these conversations sound like? 

Fortunately, Scott Frank is the founder of Stone Steps Financial, has been through the Life Planning trainings, and coaches advisors around the world on the Life Planning process.

We discuss:

• Specific techniques to get clients to open up and tell you the things that are most important to them (and the techniques to avoid!)
• The #1 goal he has for every prospect meeting that creates connection, buy-in, and follow-through
• How to create a lens through which to make financial decisions based on life rather than returns
• A real example of how this process improved a client’s life in a way that simply providing technical knowledge never could

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS | More