This year’s “Best of” episode is a fast-moving highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they can implement into their business’ growth plan.
In this episode, you’ll learn:
- Why generic “don’t worry” emails can backfire, and what to use instead.
- Steps for a repeatable framework that can help calm anxious clients.
- How efficiency could quietly harm the client experience.
- How to deepen client trust between meetings.
If you’re a growth-minded Advisor, this episode will provide you with a variety of ideas and practical steps you can use to attract, retain, and serve your clients.
At RFG Advisory, our Chief Behavioral Officer, Brendan Frazier, helps Advisors improve prospecting, communication, and client relationships using proven behavioral frameworks that lead to sustainable growth.
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