Psychology of Financial Planning Podcast How to get your client to take action
Jul 14, 2022
Explore strategies to get clients to take action in financial planning, including overcoming frustrations and understanding the stages of the change process. Learn about building financial self-efficacy and addressing resistance to change, with mentions of upcoming announcements and involvement with the psychology of financial planning website.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Getting Clients to Take Action: Overcoming Frustrations for Financial Planners
01:55 • 2min
Stages of the Change Process: From Pre-contemplation to Maintenance
03:46 • 5min
Building Financial Self-Efficacy and Integration
09:04 • 1min
Understanding Resistance to Change in Financial Planning
10:25 • 14min