It’s one thing for advisors to say they want to get better at the human side.

It’s another thing to actually start making changes to your processes and conversations. And, it’s another thing entirely to have your entire meeting process and deliverables focused on the human side.

Yet, that’s exactly what Jake Northrup has done.

At his firm, Experience Your Wealth, Jake has made a point to optimize the human element in every single meeting. From the questions they ask to the deliverables they provide, he’s thought of it all.

In this episode, Jake gives us an inside look into each meeting to reveal how he infuses the human side to help clients live their ideal lives.

Here’s what you’ll learn:

• Using “micro-steps” to improve client behavior
• The process they use to help clients create their “Unique Money Vision”
• The psychological power of “spending experiments” to help clients live their best life
• The action item dashboard they use to improve the gap between knowing and doing
• The “Life Planning Timeline” he creates to visualize and prioritize what’s most important

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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