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How to get your client to take action
Manage episode 335626781 series 3375589
Innehåll tillhandahållet av Dr. Charles Chaffin and Dr. Brad Klontz, Dr. Charles Chaffin, and Dr. Brad Klontz. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Dr. Charles Chaffin and Dr. Brad Klontz, Dr. Charles Chaffin, and Dr. Brad Klontz eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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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