70: Developing The Essential Communication Skills Every Advisor Needs with Dr. Jim Grubman
Jan 18, 2023•1 hr 21 min
Episode description
In healthcare, client outcomes and client satisfaction are directly correlated to the doctor's "bedside manner."
The same holds true for client outcomes and satisfaction in financial planning and advice. In fact, research has shown that the #1 thing prospects look for in an advisor is "Interpersonal Skills."
But how do you create trust and improve your interpersonal skills?
Fortunately, Dr. Jim Grubman built programs for advisors on how to hone and develop essential communication skills.
Here’s what you’ll learn:
Why courage is a conversational superpower
The two essential communication skills every advisor needs
The biggest communication mistake almost every advisor makes
The different "levels" of conversation
Detecting the "signals" clients send when they want to go deeper
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
For the best experience, listen in Metacast app for iOS or Android
Open in Metacast