Dr. Joshua I. Wilson, PhD, C.M.T.
Founder of NeuBeFi and specialist in neurobehavioral finance who helps advisory firms apply behavioral finance, neuroscience, and neuromarketing to attract and retain ideal clients.
Best podcasts with Dr. Joshua I. Wilson, PhD, C.M.T.
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Oct 14, 2025 • 56min
314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT
In this engaging discussion, Dr. Joshua I. Wilson, PhD, CMT, founder of NeuBeFi, delves into behavioral finance and its impact on client relationships. He reveals that a staggering 95% of client decisions are driven by emotions and subconscious factors. Dr. Wilson shares strategies on shifting from traditional persuasion to 'pre-suasion,' enhancing trust before meetings. He emphasizes the importance of embracing authenticity, identifying unique traits, and designing memorable client experiences to foster lasting connections. A fresh perspective for advisors to attract ideal clients!
