The Human Side of Money in 2022:

• Released 28 episodes
• Had 21 conversations with expert guests
• Delivered 2,342 minutes of content on the human side of advice

Inside those 28 episodes, 21 conversations and 2,342 minutes lie hundreds of ideas, insights, and nuggets that will do two things:

1) Enhance and enrich your clients’ lives

2) Forever change the trajectory of your business and career

But, there were certain ideas inside each episode and conversation that deliver more impact than others.

Certain insights and nuggets that move the needle a little bit further.

In this episode, I go back through each conversation from 2022 and extract the most impactful ideas and insights advisors need to know.

 

The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.

*For more resources discussed in this episode, check out www.wiredplanning.com/episode68

*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.

*Follow Brendan for insights on mastering the human side of advice:

Twitter

LinkedIn

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Every advisor has two puzzles to solve:

1) What to do

2) How to get them to do it

The first requires an understanding of numbers.

The second an understanding of people.

Whether you’re trying to get a prospect to become a client or a client to implement your advice…

One thing is certain.

The least effective way to get them to do something is to push or persuade them.

The most effective way is to get people to persuade themselves.

And, there’s a communication technique that does just that called “motivational interviewing.”

Fortunately, Jeremy Keil is trained in motivational interviewing and uses it with prospects and clients every single day.

In this episode, we discuss:

• The crucial change he made in his connection meeting with prospects
• His intentional office design to foster comfortable conversation
• The power of asking permission before giving any advice
• The “righting reflex” clients experience when you give advice
• The importance of acknowledging clients as experts in their own lives

 

The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.

*For more resources discussed in this episode, check out www.wiredplanning.com/episode67

*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.

*Follow Brendan for insights on mastering the human side of advice:

Twitter

LinkedIn

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS | More