101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson

In 2012, Shaun Erickson founded Single Point Partners because he wanted to do something different. As a solo advisor at the time, his primary focus was on building a process with one main focus: Building it around the client's agenda (a.k.a. - the things that matter most to the client). Fast forward to 2023, and his focus has shifted. Now, he's focused on building a human-first approach into the fabric of an entire firm. Whether you're a solo advisor trying to embrace a human-first approach or a firm owner wondering how to build an entire firm with a human-first approach, you're in the right place.  Shaun Erickson takes us inside Single Point Partners to share exactly how to build a human-first approach into the fabric of your entire firm. We discuss: A question to put a prospect's mind at ease Why you should follow up with clients 3 times How they train advisors to learn the human side The "Pebbles vs Boulders" approach to improve follow-through A story where asking one question forever changed the relationship To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here Resources: 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 Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier X:@jbrendanfrazier