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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
Every financial advisor knows how crucial it is to effectively build trust and connection with prospects and clients. Study after study and story after story will tell you that’s what clients look for when choosing an advisor and it’s why they stay with their advisors. But, is it even possible to build the same level …