It’s the most storied rivalry in finance.

The current self versus the future self. The very nature of financial planning work with clients is heavily focused on the future.

Yet, the current self often calls the shots when it comes to financial decisions.

In a profession so heavily focused on the future, the key to improving client’s behaviors, decisions, and outcomes starts by addressing the most storied rivalry in finance.

By striking a balance between their current self and future self.

Fortunately, Hal Hershfield is renowned for his work on research on the future self, and he joined the show to explain everything we need to know.

We discuss:

• The current versus future self in financial decision-making
• How to help clients better connect to their future self
• The undiscussed pitfalls of focusing too heavily on the future self
• The question to ask clients who don’t spend as much as they could
• The “Illusion of Wealth” and how it affects retirement and social security planning

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

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You’ve likely heard of emotional intelligence (EQ).

Intellectual intelligence (IQ) is important. But, EQ is crucial.

Especially when you work with emotional human beings on the emotionally charged topic of money.

But, how can advisors and planners seamlessly incorporate EQ principles into their practice?

Beverly Flaxington, Human Behavior Coach®, best-selling author, and international speaker joined the show to break down human behavior and how advisors can apply EQ principles.

We discuss:

• The top 5 secrets of human behavior
• Three specific ways advisors can apply emotional intelligence when working with clients
• The trust-eroding mistake most advisors make when seeking to understand goals
• The power of storytelling to connect and inspire (and how to use stories with clients)
• Improving your listening skills by listening for “nuggets”
• And way more!

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: RSS | More