6min chapter

Financial Advisor Success cover image

Ep 224: Crafting A 5-Step Process To Add Value As A "Thinking Partner" for Clients with Amy Mullen

Financial Advisor Success

CHAPTER

Behavioral Finance

There's a lot of loaded stuff in what you said there, not just behavioral finance kind of feels a little manipulative. But it is a fundamentally different framework to come at this from the perspective of, no, actually our clients are quite fine at making good intelligence decisions as responsible adults. They just may need help having a good process to make sure they arrive at the right decision and consider the right stuff. And so you can uncover things that client is actually very motivated and passionate about that makes them want to follow through on their recommendations.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode