71: 9 Guiding Principles For The Human Side of Advice

You'll never truly master the human side of advice until you have the right mindset to do it. And, unfortunately, most advisors need a complete re-programming. One that wipes clean most of what you've been taught over the years. A mindset shift that transforms the way you approach your clients and your practice. If that sounds daunting, don't worry. I've distilled it into 9 guiding principles. Once you've fully embraced these 9 principles, you'll have the foundation to master the human side of advice in a way very few advisors ever will. We discuss: Why you should focus less on what people want to accomplish What prospects/clients ACTUALLY want and how to deliver Why there's no such thing as an irrational decision Why life always comes before money in your process 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