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109: How To Deliver Advice That Clients Actually Follow

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Manage episode 433085145 series 3375826
Content provided by Brendan Frazier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brendan Frazier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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:

  continue reading

159 episodes

Artwork
iconShare
 
Manage episode 433085145 series 3375826
Content provided by Brendan Frazier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brendan Frazier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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:

  continue reading

159 episodes

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