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99: Understanding How Your Client’s Past And Future Impacts Financial Decisions Today

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Manage episode 452265424 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.

Your client isn’t just the person sitting in front of you today.

It’s who they’ll become 30 years from now. And, it’s who they were 30 years ago.

They might be making a decision in the present. But, their decisions in the present are shaped by the experiences of their past and influenced by their vision of the future.

When you work with human beings and money, it’s crucial that you fully understand the powerful forces that the past and future play on your client in the present.

We discuss:

  • How our past experiences with money carry forward into the present
  • The two ways in which our current self makes decisions to the detriment of our future self
  • Two client stories on the power of the past and the future
  • How to help clients understand their past to drive better outcomes
  • Two ways to improve the client’s connection to their future self

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 452265424 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.

Your client isn’t just the person sitting in front of you today.

It’s who they’ll become 30 years from now. And, it’s who they were 30 years ago.

They might be making a decision in the present. But, their decisions in the present are shaped by the experiences of their past and influenced by their vision of the future.

When you work with human beings and money, it’s crucial that you fully understand the powerful forces that the past and future play on your client in the present.

We discuss:

  • How our past experiences with money carry forward into the present
  • The two ways in which our current self makes decisions to the detriment of our future self
  • Two client stories on the power of the past and the future
  • How to help clients understand their past to drive better outcomes
  • Two ways to improve the client’s connection to their future self

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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