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What You'll Learn In Today's Episode:

  • What behavioral finance is.
  • The importance of focusing on the human side of finances.
  • What the most successful practices have mastered.
  • How an advisor can identify whether they’re not good at the psychological side of money.
  • How to ensure your clients understand the advice you’re giving.
  • What you can do to improve your understanding of the human side of money.
  • What a discovery meeting recap email is and how to start using these.

As an advisor, if you don’t have the behavioral part of financial planning dialed in, nothing else will matter. This aspect of financial planning comes down to good communication and a deep understanding of how your clients operate. In fact, the practices that are the most successful and have the best relationships with their clients have mastered the human side of finances. In this episode, Brendan Frazier, Founder of Wired Planning, will be joining Matthew to discuss the “softer side” of financial planning that everyone should be focusing on.

Listen in as Brendan describes how to quantify your ability to connect with your clients on a personal level and what to do if you realize you’re not good at the psychology piece of finances. You will learn how to improve the follow-through of your advice, how to avoid using these techniques to exploit clients, and how to get better at behavioral finance.

Resources In Today's Episode:

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