The Importance of Queuing Clients and Giving Prompts

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This chapter emphasizes the crucial role of financial advisors in listening to clients' goals and aspirations, as they may not have anyone else to talk to about them. It also suggests using specific prompts to help clients explore their retirement plans and envision their desired future.

Dr. Charles and Dr. Brad begin the show by talking about motivation and how it impacts client behavior. They then outline 4 things every planner should know about both setting goals as well as ways of helping clients stay focused on their goals (and the client-planner relationship). As usual, they sprinkle-in some bad jokes throughout the episode.