Podcast: Standard Deviations with Dr. Daniel Crosby (LS 48 · TOP 1% what is this?)
Episode: Brendan Frazier - Understanding the Fuel and Friction Model of Behavioral Finance
Pub date: 2021-12-30

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

Tune in to hear:

- Behavioral Coaching is one of the most important things a financial professional can do for their client, yet surveys show that clients don’t put a lot of value on it. How can we bridge this gap and help our clients see how much value we can deliver here?

- Brendan claims that many advisors are creating “reverse rapport” in their first client meetings. What does he mean by this and how are they getting it wrong?

- How do we help our clients prepare for an uncertain future when not only the markets themselves, but also the market participants, are both so subject to change?

- Might we be too focused on “igniting the fuel” of a client’s investment plan? Can removing friction be an equally, if not more, effective strategy to help them achieve their goals?

www.wiredplanning.com

Compliance Code: 3123-OAS-12/16/2021

The podcast and artwork embedded on this page are from Dr. Daniel Crosby, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.