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17: Adrian Murphy | Delivering Human-First Financial Planning With A Chief Behavioral Officer

17: Adrian Murphy | Delivering Human-First Financial Planning With A Chief Behavioral Officer

FromThe Human Side of Money


17: Adrian Murphy | Delivering Human-First Financial Planning With A Chief Behavioral Officer

FromThe Human Side of Money

ratings:
Length:
117 minutes
Released:
Mar 3, 2021
Format:
Podcast episode

Description

Adrian Murphy is the CEO of Murphy Wealth, a multi-award winning financial planning firm in the UK. Most recently, his firm made waves throughout the industry with the announcement that they were hiring a Chief Behavioral Officer as a part of their transition to a "human-first" strategy. In this episode, we discuss: The decision to transition to a "human-first" strategy and what the vision looks like for the firm and for clients The importance of getting clients from a "thinking" place to a "feeling" place and how to do it The reason he intentionally avoids starting a question with the word "Why" The listening workshops his firm goes through to hone their listening skills How he came to the decision to hire a chief behavioral officer What he envisions for the role of a Chief Behavioral Officer and the ways he expects it to benefit client outcomes and the growth of the firm   And more! For more information and resources discussed in this episode, visit: www.wiredplanning.com/episode17 To join a community of like-minded advisors and planners around the world looking for top-notch insights and information on how to leverage behavior, psychology, communication, and emotion to master the human side of money, visit Wired Planning. Follow Brendan: Twitter LinkedIn
Released:
Mar 3, 2021
Format:
Podcast episode

Titles in the series (100)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!