109: How To Deliver Advice That Clients Actually Follow - podcast episode cover

109: How To Deliver Advice That Clients Actually Follow

Mar 01, 202434 min
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Episode description

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 control, confidence, and autonomy. When you can provide these three things, it paves the way to behavior change and implementation of advice. Here’s what you’ll learn: 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 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
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109: How To Deliver Advice That Clients Actually Follow | The Human Side of Money podcast - Listen or read transcript on Metacast