The Importance of Thinking Partner and Collaborator

Tune in to hear:

- What makes up Brendan’s list of the 10 guiding principles of financial psychology?

- Brendan says that “goals shift, but values persist.” What does he mean by this and how do we move from illuminating values to tying those back to specific goals?

- Brendan recently interviewed a “question expert” on his own podcast. What was the biggest takeaway from their conversation and how can we craft better questions?

- Brendan’s third tenant is that “the more vivid your future, the more likely the behavior change.” How can we make our future selves more salient and vivid?

- Reflective listening, where you hear your words spoken back to you, has a lot of benefits. How can advisors take advantage of this phenomenon without merely parroting back what their client’s are expressing?

- Why are discovery meeting recap emails so important and what should they look like?

- How can advisors “move from being an advice giver to being a thinking partner?”

- In an industry so focused on the present day and the future, why is looking back on the past so important? What impact might this have on individual investor behavior?

- What does Brendan consider to be the most important skill in financial advice?

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https://podcasts.apple.com/us/podcast/the-human-side-of-money

Compliance Code: 1112-OAS-4/19/2023