This is the inaugural “Ask Me Anything” (AMA) episode.

Whether it’s been emails, Twitter DM’s, LinkedIn messages, one-off virtual meetings, coaching sessions, or at a conference, one thing has become clear about financial advisors and the human side of advice.

You guys have questions. A lot of really good questions.

And, I want to help you answer them on your path to mastering the human side of advice.

I’ve got an ongoing list of questions, so if you have a question that you want answered, send it to me via email, Twitter, or LinkedIn.

In this episode, you’ll learn:

• Whether you should communicate the value of behavioral coaching to a prospect
• The top 3 behavioral finance ideas to immediately make an impact in your next meeting
• How to confidently introduce a “values” conversation with a client you’ve had for 10+ years

 

*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/episode74.

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

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

Twitter

LinkedIn

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Everything changed during FPA Retreat in Cheyenne County, Colorado in 1995.

A presentation was given that generated a buzz around the entire conference.

This presentation was the first of its kind.

Up to that point, the focus of these gatherings, conferences and presentations was the continued honing of technical knowledge.

But, this presentation by George Kinder and Dick Wagner brought the human side of advice into the light.

Dave Yeske was in attendance that day and calls the presentation a turning point for the human dimension within financial advice.

It also forever shaped the way he interacted with clients and prospects.

From developing a mantra to focus on the human dimension, to various discovery exercises, to a specific way to deliver financial planning recommendations…

It all stemmed from that one meeting in Cheyenne County, Colorado in 1995.

In this conversation, he describes exactly what it was like to be at that 1995 meeting and details how Yeske Buie helps clients define their “Live Big®” life.

In this episode, we discuss:

• Why embracing the human dimension is top of mind over the next 5 years
• “What’s the story?’ – A question to move clients toward their ideal life
• “Live Big Ideas” – A list of non-financial ways to enhance your life
• “Connecting the Dots” – A script for making recommendations that resonate
• A sign that a client/prospect truly understands the point you’re trying to make

 

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/episode73.

*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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Think back to a time when you were “in the zone.”

A time when you were completely immersed and focused on what you were doing.

Psychologists refer to this as “flow.”

It’s a state of mind that athletes and creative artists describe when they’re operating at their peak.

A flow state elicits greater enjoyment, energy, and involvement in what you’re doing.

So, imagine if you could learn how to apply it for yourself and your clients.

Fortunately, Dr. Jordan Hutchison has done the research and shares how to use “flow” to improve productivity, creativity, and well-being for both advisors and clients.

In this episode, we discuss:

• The all-encompassing benefits of “flow”
• How to trigger a “flow state”
• Why “practice and rehearse” was the best advice he received
• The “Life Priorities” exercise he considers to be one of the best he’s seen
• Putting a “behavioral bow” on meetings to end with a bang

 

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/episode72.

*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