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How to get your client to take action
Manage episode 335626781 series 3375589
Innhold levert av Dr. Charles Chaffin and Dr. Brad Klontz, Dr. Charles Chaffin, and Dr. Brad Klontz. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dr. Charles Chaffin and Dr. Brad Klontz, Dr. Charles Chaffin, and Dr. Brad Klontz eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Dr. Charles and Dr. Brad talk about the steps that advisors can take to get their current clients to go from inaction to action, whether it is make a decision, adopt a financial plan, or adjust their behaviors so they are consistent with their plan. They also talk about tools and techniques to use with new clients so they do not "get stuck" in their current relationship with you, their financial planner.
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