Philip Courtenay - Humans and Money

Standard Deviations with Dr. Daniel Crosby

Contenido proporcionado por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

8M ago 47:26

MP3•Episodio en casa

Tune in to hear:

What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice?
What can the industry do to reduce economic barriers to entry for getting advice?
What about reducing emotional barriers to entry for getting advice?
What mistakes do advisors make when it comes to changing behavior and what could we be doing better as an industry?
What is Philip’s “SHAPE” framework and how can it be applied to your business?
Why might we be asking for referrals in the wrong way and what can we do to improve this?
Philip breaks down client anxiety into two distinct categories. What are each of these types of anxiety and what should each of these signal to advisors?
How can advisors best demonstrate their value in this new world we find ourselves in?

Links

Connect with Us

Compliance Code: 0566-OAS-3/6/2024

307 episodios