In healthcare, client outcomes and client satisfaction are directly correlated to the doctor’s “bedside manner.”

The same holds true for client outcomes and satisfaction in financial planning and advice. In fact, research has shown that the #1 thing prospects look for in an advisor is “Interpersonal Skills.”

But how do you create trust and improve your interpersonal skills?

Fortunately, Dr. Jim Grubman built programs for advisors on how to hone and develop essential communication skills.

Here’s what you’ll learn:

• Why courage is a conversational superpower
• The two essential communication skills every advisor needs
• The biggest communication mistake almost every advisor makes
• The different “levels” of conversation
• Detecting the “signals” clients send when they want to go deeper

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Resources:

• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier