57: The Trust Formula: How To Consistently Build Trust With Clients and Prospects With Mary Schmid - podcast episode cover

57: The Trust Formula: How To Consistently Build Trust With Clients and Prospects With Mary Schmid

Aug 17, 20221 hr 39 min
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Episode description

Trust is the foundation of success in financial advice. Research has found that trust is the #1 characteristic clients look for in a financial advisor. But how can you quickly instill trust into the conversation with a prospective client? How can you consistently build trust throughout your relationship with a current client so they refer more and follow your advice? Mary Schmid will explain how to conduct conversations that quickly and consistently build trust with clients and prospects. Here’s what you’ll learn: Why conversations send our brains into "Connect" or "Protect" mode The conversational techniques to get someone into "Connect" mode Why you should never talk about the weather The trust-building power of using an agenda in meetings The trust-eroding mistakes we make and never realize 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 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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57: The Trust Formula: How To Consistently Build Trust With Clients and Prospects With Mary Schmid | The Human Side of Money podcast - Listen or read transcript on Metacast