109: How To Deliver Advice That Clients Actually Follow
Mar 01, 2024•34 min
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
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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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