74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients

This is the inaugural "Ask Me Anything" (AMA) episode. Whether it's been emails, Twitter DM's, LinkedIn messages, one-off virtual meetings, coaching sessions, or at a conference, one thing has become clear about financial advisors and the human side of advice. You guys have questions. A lot of really good questions. And, I want to help you answer them on your path to mastering the human side of advice. I've got an ongoing list of questions, so if you have a question that you want answered, send it to me via email, Twitter, or LinkedIn. In this episode, you'll learn: Whether you should communicate the value of behavioral coaching to a prospect The top 3 behavioral finance ideas to immediately make an impact in your next meeting How to confidently introduce a "values" conversation with a client you've had for 10+ years   *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/episode74. *For more resources and insights on mastering the human side of advice, check out www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn