57: The Trust Formula: How To Consistently Build Trust With Clients and Prospects With Mary Schmid

Trust is the foundation of success in financial advice.

Research has found that trust is the #1 characteristic clients look for in a financial advisor.

But how can you quickly instill trust into the conversation with a prospective client?

How can you consistently build trust throughout your relationship with a current client so they refer more and follow your advice?

Mary Schmid will explain how to conduct conversations that quickly and consistently build trust with clients and prospects.

Here’s what you’ll learn:

• Why conversations send our brains into “Connect” or “Protect” mode
• The conversational techniques to get someone into “Connect” mode
• Why you should never talk about the weather
• The trust-building power of using an agenda in meetings
• The trust-eroding mistakes we make and never realize

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Resources:

• The featured partner for this episode is Knudge, an automated system to help clients follow through on their tasks and reach their financial goals

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier