The Human Side of Money 101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson
In 2012, Shaun Erickson founded Single Point Partners because he wanted to do something different.
As a solo advisor at the time, his primary focus was on building a process with one main focus: Building it around the client’s agenda (a.k.a. – the things that matter most to the client).
Fast forward to 2023, and his focus has shifted.
Now, he’s focused on building a human-first approach into the fabric of an entire firm. Whether you’re a solo advisor trying to embrace a human-first approach or a firm owner wondering how to build an entire firm with a human-first approach, you’re in the right place.
Shaun Erickson takes us inside Single Point Partners to share exactly how to build a human-first approach into the fabric of your entire firm.
We discuss:
- A question to put a prospect’s mind at ease
- Why you should follow up with clients 3 times
- How they train advisors to learn the human side
- The “Pebbles vs Boulders” approach to improve follow-through
- A story where asking one question forever changed the relationship
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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
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