89: How Financial Empathy And Data Visualization Influence Client Behavior with Dr. Michael Thomas

from The Human Side of Money · host Brendan Frazier

“Behavioral Coaching” continues to emerge as the primary source of value in a relationship between an advisor and client. Yet, most advisors have never learned the skill set required to actually influence and change a client’s behavior for the better. It starts by first understanding the forces that influence client behavior both positively and negatively. … Read More Read More

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This episode was published on July 19, 2023.

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