The Advisor Club Podcast
Episode 4: Part II - Using the book Switch to help clients change things when change is hard
Using the concepts in the book Switch, we talk about how advisors can "Clear the Path" for clients and prospects, making change easier:
- Motivate clients with If/Then statements
- Examples of how to "Clear the Path for clients," from pre-filling in forms to creating action triggers
- Making it easier for clients to say yes to change