Using the concepts in the book Switch, we talk about how advisors can "Clear the Path" for clients and prospects, making change easier: <ul><li>Motivate clients with If/Then statements</li><li>Examples of how to "Clear the Path for clients," from pre-filling in forms to creating action triggers</li><li>Making it easier for clients to say yes to change</li></ul>

Using the concepts in the book Switch, we talk about how advisors can "Clear the Path" for clients and prospects, making change easier: Motivate clients with If/Then statementsExamples of how to "Clear the Path for clients," from pre-filling in forms to creating action triggersMaking it easier for clients to say yes to change

Using the concepts in the book Switch, we talk about how advisors can "Clear the Path" for clients and prospects, making change easier: <ul><li>Motivate clients with If/Then statements</li><li>Examples of how to "Clear the Path for clients," from pre-filling in forms to creating action triggers</li><li>Making it easier for clients to say yes to change</li></ul>

Episode 4: Part II - Using the book Switch to help clients change things when change is hard

Welcome to the Advisor Club Podcast hosted by Paul Hewitt and Steve Rumsey from Optimus Advisory Group.  On this podcast we discuss ideas to transform your clients into your advocates through better human understanding & connection, and through improved financial & economic acumen.  This podcast is for financial advisors seeking to enhance their ability to strengthen relationships with clients and prospects.  For several years, we have immersed ourselves in behavioral science through attending dozens of live events and studying over twenty books on the subject.  

We started in this business as financial advisors in the mid-1990's and have since morphed into an ETF Strategist RIA firm.

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Welcome to the Advisor Club Podcast hosted by Paul Hewitt and Steve Rumsey from Optimus Advisory Group. On this podcast we discuss ideas to transform your clients into your advocates through better human understanding & connection, and through improved financial & economic acumen. This podcast is for financial advisors seeking to enhance their ability to strengthen relationships with clients and prospects. For several years, we have immersed ourselves in behavioral science through attending dozens of live events and studying over twenty books on the subject. We started in this business as financial advisors in the mid-1990's and have since morphed into an ETF Strategist RIA firm.

Welcome to the Advisor Club Podcast hosted by Paul Hewitt and Steve Rumsey from Optimus Advisory Group.  On this podcast we discuss ideas to transform your clients into your advocates through better human understanding &amp; connection, and through improved financial &amp; economic acumen.  This podcast is for financial advisors seeking to enhance their ability to strengthen relationships with clients and prospects.  For several years, we have immersed ourselves in behavioral science through attending dozens of live events and studying over twenty books on the subject.  

We started in this business as financial advisors in the mid-1990's and have since morphed into an ETF Strategist RIA firm.

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Episode 4: Part II - Using the book Switch to help clients change things when change is hard

Episode 4: Part II - Using the book Switch to help clients change things when change is hard