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61: A Toolkit To Change Client Behavior And Improve Follow-Through of Advice episode artwork

EPISODE · Oct 5, 2022 · 53 MIN

61: A Toolkit To Change Client Behavior And Improve Follow-Through of Advice

from The Human Side of Money · host Brendan Frazier

The job of a financial advisor and planner isn’t simply to dispense the advice, pat yourself on the back, and walk away as if your job is done. It’s to help the client follow through on your advice. Ensuring they implement and execute the items you’ve laid out that solve their problems and achieve their … Read More Read More

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61: A Toolkit To Change Client Behavior And Improve Follow-Through of Advice

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How long is this episode of The Human Side of Money?

This episode is 53 minutes long.

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This episode was published on October 5, 2022.

What is this episode about?

The job of a financial advisor and planner isn’t simply to dispense the advice, pat yourself on the back, and walk away as if your job is done. It’s to help the client follow through on your advice. Ensuring they implement and execute the items...

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