Mar 2, 2020
In this conversation, we discuss
that a great advisory practice is, at its core, a behavioral
coaching practice. Daniel reflects on his 10+ years of experience
in the financial services industry, and on how advisor-client
engagement can bring about better outcomes through meaningful
relationships and value-focused behavioral changes.
Don’t miss one of our
favorite moments, when Daniel talks about the 3 E’s an advisor can
work through to provide their clients with the best behavioral
coaching. In Daniel’s model, Education, Environment, and
Encouragement together can help clients make incremental behavioral
changes and achieve their desired financial goals.
As you think about this conversation, do you
see yourself engaged in behavioral coaching? Or are you unsure of
how to bring these practical applications to your client
experience? The tools that Daniel discusses will not only help you
shift your thinking, but will also demonstrate how the behavioral
coaching aspects of your practice can make a real dollar impact in
your clients’ lives.
Looking for more ideas about adding
behavioral coaching to your practice? Join the Model FA
Facebook Community, where you will find expert advice on how to
launch, grow, scale, and transform your firm with an incredible
client experience. Or, check out our Model FA Accelerator, the
industry’s first Silicon Valley-style accelerator and coaching
program for entrepreneurial financial advisors.
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