74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients

74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients

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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.

Here’s what 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

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: 

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