Hi there,

Welcome to this week’s Wired Advisor newsletter, where you’ll discover practical tips on integrating behavioral finance and psychology into your business, processes, and client interactions.

Here’s a sneak peek of what’s inside:

• Learn the four pillars of the ultimate discovery meeting.
• Explore the two invisible forces shaping your financial decisions.
• Dive into a selection of top articles, podcasts, and videos. 

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Imagine pulling up your calendar for tomorrow morning. You have a meeting scheduled with a prospective client. Not just any prospective client. 

It is THE ideal client for your business. 

The type of client who immediately goes to the top of your “A-List.” 

The type of client you wish your entire book of business was made up of. 

With that meeting in mind, answer these four questions on a scale from 1-10.  

How confident are you that…  

• Your meeting will have the potential of leaving a strong impression, with prospects feeling inspired and possibly saying to their spouse, “That was one of the best conversations I’ve ever had around money.”
• Your meetings have the potential to move the “trust dial” to the point that they trust you more than any Advisor they’ve ever met with.  
• Your meeting can help clarify their most deeply held values and closely held goals. 
• Your meeting can create an emotional connection beyond the numbers that turn a prospect into a life-long client.  

You’re not alone if you answered less than “10” on all four questions. And it’s certainly not your fault. Want to learn how to create the ultimate discovery meeting to help you feel more confident in answering those four questions? Check out the full article to learn how you can level up your discovery meetings using these four pillars. 

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EP. 05 | Two Invisible Forces Driving Your Financial Decisions
Chief Behavioral Officer, Brendan Frazier

In this episode of Wisdom in Wealth, Brendan Frazier discusses how past experiences and future uncertainties influence our financial decisions. He highlights “financial flashpoints” from childhood that shape our beliefs and behaviors. By understanding these two forces, listeners can approach their financial planning with greater intention. Watch the full video here.

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🎧 The Latest Episodes 🎙️

A Playbook To Master The Human Side of Advice with Michael Kitces 

Most people know Michael Kitces is a spreadsheet-loving, technical wizard. Most people don’t know that he also fully believes in the human side of money. In this conversation, he explains the future of the human side of the industry and reveals the skills and processes all Advisors need to know to embrace the human side of advice. 

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A curated collection of the best insights and resources from across the industry:

• Why Do Clients Think Advisors Are Valuable? 
• How To Master The Art of Small Talk 
• We Spent $80,000 More Than We Made Last Year 
• The Good Life 
• The “SAFE” Framework To Talk Clients Off The Ledge 

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