1 hr 20 min

Developing The Essential Communication Skills Every Advisor Needs with Dr. Jim Grubman The Human Side of Money

    • Careers

In healthcare, client outcomes and client satisfaction are directly correlated to the doctor's "bedside manner."
The same holds true for client outcomes and satisfaction in financial planning and advice.
In fact, research has shown that the #1 thing prospects look for in an advisor is "Interpersonal Skills."
And other research has confirmed that high levels of trust lead to:
More satisfied clients More referrals More assets But how do you create trust and improve your interpersonal skills?
Fortunately, Dr. Jim Grubman built programs for advisors on how to hone and develop essential communication skills.
In this episode, we discuss:
Why courage is a conversational superpower The two essential communication skills every advisor needs The biggest communication mistake almost every advisor makes The different "levels" of conversation Detecting the "signals" clients send when they want to go deeper  
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, check out www.wiredplanning.com/episode70.
*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.
*Follow Brendan for insights on mastering the human side of advice:
Twitter
LinkedIn

In healthcare, client outcomes and client satisfaction are directly correlated to the doctor's "bedside manner."
The same holds true for client outcomes and satisfaction in financial planning and advice.
In fact, research has shown that the #1 thing prospects look for in an advisor is "Interpersonal Skills."
And other research has confirmed that high levels of trust lead to:
More satisfied clients More referrals More assets But how do you create trust and improve your interpersonal skills?
Fortunately, Dr. Jim Grubman built programs for advisors on how to hone and develop essential communication skills.
In this episode, we discuss:
Why courage is a conversational superpower The two essential communication skills every advisor needs The biggest communication mistake almost every advisor makes The different "levels" of conversation Detecting the "signals" clients send when they want to go deeper  
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, check out www.wiredplanning.com/episode70.
*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.
*Follow Brendan for insights on mastering the human side of advice:
Twitter
LinkedIn

1 hr 20 min