When it comes to changing someone’s behavior, much of the focus goes to persuasion and nudging techniques.

In reality, for financial advisors, the primary weapon of influence you have over someone’s behavior is your ability to communicate and connect at the highest level.

Dr. Joy Lere is a licensed clinical psychologist and behavioral finance consultant who has spent her entire career learning to communicate and connect with her clients to give them clarity, build trust, and ultimately change their behavior for the better.

We discuss:

Ways to create “space” for someone to open up and share more than they do with most people
Reading body language and posture and effective ways to address it
What Joy would tell herself 10 years ago about how to get better at reading people
A powerful questioning technique to get someone to make changes
The two points in your life that have the biggest impact on your beliefs and behaviors around money
And more!

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