Emphasizing Likability and Simple Rules in Financial Advising

Tune in to hear:

- If so much of what accounts for our behavior is habitual, what hope do we have and how can we change that as we look to the New Year?

- Why do such small bits of friction have an outsized influence on our behavior?

- Does publicly stating your goals have any drawbacks or does it help you stay accountable?

- What is the rhyme-as-reason or fluency effect and how might understanding these effects impact your client education?

- Why can subtle tweaks in the framing of an appeal have such massive impacts on how it is received ?

- In a field like finance, what is an appropriate application of the behavioral reality that humor is sticky without coming across as unserious?

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