Behind The Advisor

Ep #253: How to Communicate Authentically with Clients During a Time of Crisis


Listen Later

We're honored to have XYPN members Ian Bloom, Meg Bartelt, Brian Thompson and Leighann Miko on the show today as they talk about communicating authentically with clients during a time of crisis. This group of members have invested heavily into themselves, their business and their clients by engaging in the George Kinder's "EVOKE® 5-Day Life Planning Training" program, where they learned the tenants and foundational principles of life planning, a process that has fundamentally changed the way each of them works with their clients.

As we continue to navigate through life during the COVID-19 pandemic, you'll hear us cover: the importance of showing empathy, compassion and patience to your clients; how Meg, Ian, Brian and Leighann have facilitated conversations with current clients and potential clients that have created deep and lasting meaningful connections and trust; and Kinder's "turnaround" approach as a means to refocus the conversation on how the client really feels. You'll hear the passion in each of their voices, become inspired by their commitment to serving clients wholeheartedly, and learn how you too can improve the discourse between you and your clients long into the future and hopefully keep our profession moving in the right direction.

If you're interested in improving your ability to connect meaningfully and authentically with your clients during this time of COVID and into the future, then you won't want to miss this episode.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/253

...more
View all episodesView all episodes
Download on the App Store

Behind The AdvisorBy XYPN

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

137 ratings


More shows like Behind The Advisor

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,229 Listeners

Odd Lots by Bloomberg

Odd Lots

1,987 Listeners

Financial Advisor Success by Michael Kitces

Financial Advisor Success

719 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,169 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

247 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,663 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,192 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners