How To Deliver Advice That Clients Actually Follow The Human Side of Money

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.
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