Lack of follow-through and implementation of advice is a widespread problem.

One study revealed this gut-wrenching stat: 70% of clients implement less than 20% of financial planning recommendations.

There are a number of reasons to explain this. A primary reason is that advisors deliver advice that looks good on a spreadsheet, but it doesn’t fit into real life. 

If you can design your advice for the person rather than optimizing for a spreadsheet, you’ll watch your implementation problems disappear. After all, the best advice is the advice that actually gets implemented.

Here’s what you’ll learn:

• A client story demonstrating doable over optimal advice
• One of the primary barriers that prevent clients from implementing
• How to optimize advice for spreadsheets but design it for real-life
• Three questions to ask that will drastically improve follow-through

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Resources:

• 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

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier

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In 2012, Shaun Erickson founded Single Point Partners because he wanted to do something different.

As a solo advisor at the time, his primary focus was on building a process with one main focus: Building it around the client’s agenda (a.k.a. – the things that matter most to the client).

Fast forward to 2023, and his focus has shifted.

Now, he’s focused on building a human-first approach into the fabric of an entire firm. Whether you’re a solo advisor trying to embrace a human-first approach or a firm owner wondering how to build an entire firm with a human-first approach, you’re in the right place. 

Shaun Erickson takes us inside Single Point Partners to share exactly how to build a human-first approach into the fabric of your entire firm.

We discuss:

• A question to put a prospect’s mind at ease
• Why you should follow up with clients 3 times
• How they train advisors to learn the human side
• The “Pebbles vs Boulders” approach to improve follow-through
• A story where asking one question forever changed the relationship

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Resources:

• 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

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier

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Mastering the human side of advice will:

• Enrich your clients’ lives
• Enhance your relationships with clients
• Forever change the trajectory of your business/career

Think it sounds too good to be true?

Listen to these 7 stories from advisors around the world sharing how the human side has made their clients and their practice infinitely better off.

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Resources:

• 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

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier

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Your client isn’t just the person sitting in front of you today.

It’s who they’ll become 30 years from now. And, it’s who they were 30 years ago.

They might be making a decision in the present. But, their decisions in the present are shaped by the experiences of their past and influenced by their vision of the future.

When you work with human beings and money, it’s crucial that you fully understand the powerful forces that the past and future play on your client in the present.

We discuss:

• How our past experiences with money carry forward into the present
• The two ways in which our current self makes decisions to the detriment of our future self
• Two client stories on the power of the past and the future
• How to help clients understand their past to drive better outcomes
• Two ways to improve the client’s connection to their future self

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Resources:

• 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

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS | More