37: The Irrational And Invisible Influences That Drive Human Behavior with Rory Sutherland

37: The Irrational And Invisible Influences That Drive Human Behavior with Rory Sutherland

When was the last time you thought about: What your office or Zoom background is “signaling” to prospective clients? What minor detail or design on your website could drastically improve conversions? How to package your services in a way that feels less overwhelming and provides clarity around exactly what the client receives? What things could …

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36: Integrating A Life Planning Approach In Your Practice with Scott Frank

36: Integrating A Life Planning Approach In Your Practice with Scott Frank

Imagine guiding your clients through a process of discovering what a meaningful, fulfilled life would look like and then providing them with the financial strategies to fuel that vision. You help your clients clarify and fund their best life. That is life planning. But, what does life planning actually look like in practice? When do …

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35: The Tools To Assess, Predict, and Change Client Behavior with Sarah Fallaw

35: The Tools To Assess, Predict, and Change Client Behavior with Sarah Fallaw

Imagine going into a meeting with a complete picture of your client’s money mindset. You know exactly how they like to communicate about money, that they have a tendency to “keep up with the Joneses”, and that they are likely to panic when the market plummets. Armed with that information, you would know exactly which …

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34: Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin

34: Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin

After five years of frustratingly inconsistent prospecting meetings, Dan Solin decided there had to be a better way. So, he spent a year researching and learning everything he could about the neuroscience and psychology of what it took to seamlessly convert a prospect into a client. From that, he built an evidence-based process that flipped …

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33: Values-Based Financial Advice That Works in Real Life with Natalie Taylor

33: Values-Based Financial Advice That Works in Real Life with Natalie Taylor

Most financial advisors conduct some version of goals-based planning. If you’re helping a client use their money to accomplish a goal, then you’re doing goals-based planning. But goals are formed and shaped by values. Yet, “goals-based planning” is an industry buzzword, and “values-based planning” is more like a foreign language. Natalie Taylor CFP®, BFA™ has …

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32: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part II)

32: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part II)

There are at least three things every financial advisor wants in their relationships with clients: 1) Great conversations and connection 2) Use their money to live a fulfilled life doing the things they love 3) Seamless buy-in and follow-through on the advice given to avoid spending time following up Amy Mullen is the President of …

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31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)

31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)

There are at least three things every financial advisor wants in their relationships with clients: 1) Great conversations and connection 2) Use their money to live a fulfilled life doing the things they love 3) Seamless buy-in and follow-through on the advice given to avoid spending time following up Amy Mullen is the President of …

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30: Exploring the Mindsets and Motivations Driving Money Decisions with Rachel Cruze

30: Exploring the Mindsets and Motivations Driving Money Decisions with Rachel Cruze

Financial success relies just as much on knowing yourself as it does knowing what to do with money. After spending the majority of her career teaching people what to do with their money, Rachel Cruze realized that knowing what to do wasn’t enough. That the gap between knowing and doing is forged by how we …

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29: The Behavioral Coaching Dilemma: Giving Clients What They Want Instead of What They Need

29: The Behavioral Coaching Dilemma: Giving Clients What They Want Instead of What They Need

The value of behavioral coaching continues to show up as the top “value-added” service provided by financial advisors. And, while it’s no surprise to advisors that have been working with emotional human beings on an emotionally-charged topic like money, studies also show that over 80% of advisors DON’T actively promote this value to clients or …

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28: The Human Side of Digital Marketing with Samantha Russell

28: The Human Side of Digital Marketing with Samantha Russell

If you’re a financial advisor or advisory firm who wants to pursue growth through digital marketing, but you’ve always been unimpressed with the results, you’ve probably skipped the most important part: The human side of digital marketing. Knowing the behavioral and psychological principles to build trust and connection online while intentionally designing for the desired …

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