Standard Deviations with Dr. Daniel Crosby Dr. Moira Somers - How to Give Financial Advice That Sticks: Key Strategies for Long-Term Impact
Mar 17, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
Getting Back on and Putting Things Right Again
01:58 • 3min
Is There a Difference Between Non Compliance and Technical Advice?
04:32 • 3min
Is It a Sense of Incomprehensibility?
07:39 • 5min
Financial Advisers - Is There a Good Place to Start?
12:12 • 4min
Teaching Me What I Need to Know About You
16:32 • 4min
How Much Influence Do You Have Over Your Clients?
20:20 • 2min
Advice That's Easy to Implement or Hard to Implement?
22:33 • 4min
Understanding Client Differences in Wealth Management
26:11 • 5min
A New Client Comes to You During Times of Major Life Transition
31:08 • 2min
The Dangers of Excess Empathy in a Client Advisor Relationship
33:06 • 4min
Advice That Sticks
36:56 • 3min