It’s one thing for advisors to say they want to get better at the human side.

It’s another thing to actually start making changes to your processes and conversations.

And, it’s another thing entirely to have your entire meeting process and deliverables focused on the human side.

Yet, that’s exactly what Jake Northrup has done.

At his firm, Experience Your Wealth, Jake has made a point to optimize the human element in every single meeting.

From the questions they ask to the deliverables they provide, he’s thought of it all.

In this episode, Jake gives us an inside look into each meeting to reveal how he infuses the human side to help clients live their ideal life.

Things you’ll learn:

• Using “micro-steps” to improve client behavior
• The process they use to help clients create their “Unique Money Vision”
• The psychological power of “spending experiments” to help clients live their best life
• The action item dashboard they use to improve the gap between knowing and doing
• The “Life Planning Timeline” he creates to visualize and prioritize what’s most important

 

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 -> Go Here.

*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

Let’s face it…most advisor’s meetings with long-term clients are lackluster.

You ask about life, the kids, any changes in their life, etc.

Then, you tell them that everything looks good. They’re still on track.

They leave and you do it all over again next year.

And, that’s not bad. But, there’s a better way.

There’s a meeting that will:

• Strengthen your trust and connection
• Guide your clients to live their best lives
• Naturally display and reinforce your value

It’s called the “Re-Discovery” Meeting.

And, Meghaan Lurtz shares the blueprint on how advisors can start conducting these meetings right away.

Things you’ll learn:

• How to avoid long-time clients getting the “7-year itch”
• Questions to ask clients to help them live their best lives
• The relationship-building power of co-creating visions and goals
• A question to ask at the end of every meeting to improve the client experience
• Why asking a prospect to “think it over” may actually be detrimental to the relationship

 

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 -> Go Here.

*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

The relationship dynamic between advisors and clients is shifting.

It’s shifting away from treating the plan and towards treating the person.

The old model was the financial advisor as the “advice giver.” Treating the problem by dispensing advice. 

The new model has the advisor playing the role of “thinking partner.” It goes like this:

Diagnose the situation, discuss the options, and decide together on the best solution.

The client is the hero of their story.

And the advisor is a thinking partner, a guide, a facilitator, a collaborator, and a problem-solver.

In this episode, we’ll look at:

• What the field of medicine can teach us about this relationship dynamic
• Two client stories showing the importance of being a thinking partner
• Three specific ways to be a thinking partner with your clients

 

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 the show notes

*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