The Advisor Club Podcast

Episode 3: Using the book Switch to help clients and prospects change things when change is hard
Change can be hard due to the conflict between our emotional and rational minds. We'll show you how to use a 3-part framework to align the two minds and make a switch in any change situation, especially in helping your clients & prospects. Executing change is like trying to get an elephant to move in a new direction. To make change easier, align the Rider and the Elephant, and make the new Path easier to take. Using the 3-part framework with clients and prospects:
- Give precise direction
- Engage both rational & emotional sides of the brain
- Shape the path to change direction