Secrets of Successful Advisors℠ with Ken Haman What’s the Difference? The One Thing That Every Prospective Client Needs to Know About Your Practice
20 snips
Feb 7, 2024 The podcast explores the implications of narrow framing on individuals and families who accumulate wealth and how advisors can use this understanding to work effectively. It talks about the challenge of standing out as a financial advisor and highlights the importance of understanding the prospect's needs and interests. The podcast also discusses the experience of wealth and how it impacts conversations with wealthy prospects. It emphasizes creating a meaningful experience for clients by triggering an emotional reaction and understanding their anxiety around money. Additionally, it explores the universal experience of financial struggles and anxieties and the unique needs of wealthy individuals.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Understanding the Experience of Wealth: How it Impacts Conversations with Wealthy Prospects
04:51 • 5min
Understanding and Addressing Client Anxiety around Money
09:45 • 4min
Understanding the Universal Experience of Financial Struggles and Anxiety
13:53 • 2min
Understanding the Unique Needs of Wealthy Individuals
16:14 • 6min