Strategic Referral Approach for Financial Advisors

Tune in to hear:

• What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice?
• What can the industry do to reduce economic barriers to entry for getting advice?
• What about reducing emotional barriers to entry for getting advice?
• What mistakes do advisors make when it comes to changing behavior and what could we be doing better as an industry?
• What is Philip’s “SHAPE” framework and how can it be applied to your business?
• Why might we be asking for referrals in the wrong way and what can we do to improve this?
• Philip breaks down client anxiety into two distinct categories. What are each of these types of anxiety and what should each of these signal to advisors?
• How can advisors best demonstrate their value in this new world we find ourselves in?

Links

• Philip Courtenay on LinkedIn
• Humans and Money

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Compliance Code: 0566-OAS-3/6/2024