The Human Side of Money 3: The Vision – A Blueprint for Mastering the Human Side of Money
Jun 29, 2020
31:16
In an industry where 99% of the training, certifications, designations, and conferences are geared towards the technical side of the relationship, high-quality, top-notch resources on applying behavioral finance in your practice are sparse.
In this episode, Brendan answers the most common question posed by advisors and planners when it comes to the human side of money: “How do I develop this skill set?”
The answer lies in a 3-step process:
- Spark Innovation from Outside Perspectives: We need to look to experts in fields like behavior, psychology, communication, and more.
- Channel Outside Perspective Through Experience: We can learn from those outside of our industry, but ultimately, we need to have a community of other advisors and planners to collaborate with.
- Refine Through Practice: Like any skill, you’ll never get the results you want without practice.
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