You’ll never truly master the human side of advice until you have the right mindset to do it.

And, unfortunately, most advisors need a complete re-programming. One that wipes clean most of what you’ve been taught over the years. A mindset shift that transforms the way you approach your clients and your practice.

If that sounds daunting, don’t worry. I’ve distilled it into 9 guiding principles.

Once you’ve fully embraced these 9 principles, you’ll have the foundation to master the human side of advice in a way very few advisors ever will.

We discuss:

• Why you should focus less on what people want to accomplish
• What prospects/clients ACTUALLY want and how to deliver
• Why there’s no such thing as an irrational decision
• Why life always comes before money in your process

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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