Go offline with the Player FM app!
109: How To Deliver Advice That Clients Actually Follow
Manage episode 433085145 series 3375826
If you want your clients to actually follow through on the advice you give, you have to shift your approach.
You have to shift from “Advisor-Driven” to “Client-Inspired” advice.
Client-inspired advice provides the client with control, confidence, and autonomy. When you can provide these three things, it paves the way to behavior change and implementation of advice.
Here’s what you’ll learn:
- The psychology and research of giving advice
- The three essential elements of client-inspired advice
- Questions and scripts on how to deliver client-inspired advice
To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here
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:
159 episodes
Manage episode 433085145 series 3375826
If you want your clients to actually follow through on the advice you give, you have to shift your approach.
You have to shift from “Advisor-Driven” to “Client-Inspired” advice.
Client-inspired advice provides the client with control, confidence, and autonomy. When you can provide these three things, it paves the way to behavior change and implementation of advice.
Here’s what you’ll learn:
- The psychology and research of giving advice
- The three essential elements of client-inspired advice
- Questions and scripts on how to deliver client-inspired advice
To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here
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:
159 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.