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82: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part II)
82: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part II)
ratings:
Length:
80 minutes
Released:
May 10, 2023
Format:
Podcast episode
Description
In 2005, Josh Gilliam set out to research, read, and learn everything he could about behavioral finance, psychology, and communication. He was seeking to master the human side of advice. But, what he found was exactly what most advisors find along this journey: Asking someone about their values and purpose in life can be awkward There's no textbook on getting a stranger to open up about personal issues He had some great conversations but couldn't make it happen in every meeting The questions he heard other advisors ask their clients didn't land the way he envisioned 18 years later, he admits it's still a work in progress. But, he took what he learned and created the [Fi] Life Framework. A framework he uses to facilitate better conversations and connections with clients and prospects. A process he can use to create a consistently remarkable human experience throughout his practice. In this episode, we discuss: The [Fi] Self Profile: A tool for learning more about a client's financial beliefs and history How helping a client learn about their past created a relationship-altering conversation The [Fi] Life Big Decision App: A tool to guide clients toward making better decisions Why the human side of advice will provide a natural boost to client testimonials Why it’s important to have clients document their decision-making processes 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. *For more resources discussed in this episode, check out www.wiredplanning.com/episode82. *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn
Released:
May 10, 2023
Format:
Podcast episode
Titles in the series (100)
32: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part II): There are at least three things every financial advisor wants in their relationships with clients: 1) Great conversations and connection 2) Use their money to live a fulfilled life doing the things they love 3) Seamless buy-in and follow-through on... by The Human Side of Money