71: 9 Guiding Principles For The Human Side of Advice
You’ll never truly master the human side of advice until you have the right mindset to do it.
And, unfortunately, most advisors need a complete re-programming.
One that wipes clean most of what you’ve been taught over the years.
A mindset shift that transforms the way you approach your clients and your practice.
If that sounds daunting, don’t worry.
I’ve distilled it into 9 guiding principles.
Once you’ve fully embraced these 9 principles, you’ll have the foundation to master the human side of advice in a way very few advisors ever will.
In this episode, you’ll learn:
- Why you should focus less on what people want to accomplish
- What prospects/clients ACTUALLY want and how to deliver
- Why there’s no such thing as an irrational decision
- Why life always comes before money in your process
*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/episode71.
*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:
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