Mastering the Human Side of Advice

The advancement of technology continues to shift the value and future of financial advice toward the human side of money. Yet most advisors have never honed this skill set. There is no required training on how to build trust and connection, designation on how to unearth values and emotions around money, or program for helping a client change their behavior and follow through on the advisor’s recommendations. In this session, attendees will learn practical, evidence-based methods to leverage behavior and psychology in their practice to enhance client outcomes and forever change the trajectory of their business.

Learning Objectives:

1. Learn the key to accelerating trust with prospects and clients
2. Learn how to design a process to align a client's money with their life
3. Learn how to deliver advice so clients actually follow through