Tune in to hear:
- Behavioral Coaching is one of the most important things a financial professional can do for their client, yet surveys show that clients don’t put a lot of value on it. How can we bridge this gap and help our clients see how much value we can deliver here?
- Brendan claims that many advisors are creating “reverse rapport” in their first client meetings. What does he mean by this and how are they getting it wrong?
- How do we help our clients prepare for an uncertain future when not only the markets themselves, but also the market participants, are both so subject to change?
- Might we be too focused on “igniting the fuel” of a client’s investment plan? Can removing friction be an equally, if not more, effective strategy to help them achieve their goals?
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Compliance Code: 3123-OAS-12/16/2021
Standard Deviations with Dr. Daniel Crosby