146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
Most Advisors rely on technical expertise (IQ).
But when you work with human beings, IQ alone often isn’t enough.
You have to combine IQ and EQ (Emotional Intelligence).
Shannon Harris, Managing Partner at Ecclesiastes Wealth Partners, has developed an approach that blends IQ with EQ by delivering values-based advice designed to reshape every client conversation.
In this episode, she shares why she completely rebranded her firm to focus on values-based advice and the framework she uses to deliver that value in every conversation.
You’ll Learn:
- Why IQ alone often isn’t enough and how EQ can elevate your business
- How she applies values-based conversations in every meeting
- How she uncovers a client’s top 5 values with a simple exercise
- How she uses the client’s values to help them make better decisions
- The common quantitative and qualitative results of embracing this approach
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Resources:
- Values Exercise – Think2Perform
- The Ruthless Elimination of Hurry by John Mark Comer
- Equipping for Impact – Coaching program tailored to financial professionals
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About Our Guest:
Shannon Harris is the Managing Partner and an advisor at Ecclesiastes Wealth Partners, recognized by Forbes as one of the Top Women Wealth Advisors. With over 25 years of experience, she blends financial planning with emotional intelligence, delivering values-based advice that aligns money with what matters most. Her unique approach is rooted in behavioral finance and life coaching, helping clients make meaningful, purpose-driven financial decisions.
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The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
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