The Human Side of Money

The Human Side of Money


109: How To Deliver Advice That Clients Actually Follow

February 29, 2024

If you want your clients to actually follow-through on the advice you give, you have to shift your approach.


You have to shift from “Advisor-Driven” to “Client-Inspired” advice.


Client-inspired advice provides the client with:


1) Control


2) Confidence


3) Autonomy


And, when you can provide these three things, it paves the way to behavior change and implementation of advice.


In this episode, we’ll look at:



  • The psychology and research of giving advice
  • The three essential elements of client-inspired advice
  • Questions and scripts on how to deliver client-inspired advice

 


The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.


*For more resources discussed in this episode –> Go Here


*To receive the monthly “Wisdom Round-Up” newsletter full of practical ways to apply the human side of advice –> Go Here.


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