109: How To Deliver Advice That Clients Actually Follow

from The Human Side of Money · host Brendan Frazier

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: 1) Control 2) Confidence 3) Autonomy And, when you can provide these three things, it paves the way to behavior change … Read More Read More

Episode metadata supplied by the publisher feed · Published Mar 1, 2024

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109: How To Deliver Advice That Clients Actually Follow

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