The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

Harnessing Psychological Insights for Effective Goal-Setting

This chapter explores the psychological factors that shape financial decisions and the role of advisors in guiding clients toward their goals. It introduces the EAST framework for effective goal-setting and shares personal insights on applying these strategies in various contexts.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app