Welcome back to Wired Advisor. Your go-to source for tools and insights that help you build deeper client connections, and win new ones, with the human side of advice.
What’s Inside this Edition:
📖 Free Guide: Communicating With Confidence During a Transition.
🎥 New Wisdom in Wealth Video: Is Your Future Self a Stranger? Unpacking the End-of-History Illusion
📚 Advisor Growth Study Club: Learn how to reclaim your time and shift your mindset to more impactful activities.
🎙️ Human Side of Money Podcast: Discover how to convert prospects and transform your onboarding process.
Transitions can be exciting, but they’re also moments that require care when communicating with clients. That’s why we created the 5C Framework: Communicating With Confidence During a Transition.
What’s Inside:
- A simple behavioral-backed framework for structuring transition conversations
- Strategies to build trust and reduce client uncertainty
- Language tips to keep the focus on what matters most: them
In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier unpacks the End-of-History Illusion, a powerful cognitive bias that can trick us into thinking our future self will want exactly what we want today. That assumption can quietly influence how we plan our lives, including our financial decisions.
This episode explores:
- Why we assume our future selves will mirror our current selves
- How that assumption can trap your money and limit your choices
- Examples of common planning pitfalls (like overfunded goals and inflexible investments)
- Four steps to better align your finances with a future you haven’t met yet
What if growth didn’t mean more clients, more hustle, more hours? What if it meant finally having time to lead and build the business of your dreams? In this month’s Advisor Growth Study Club with guest Stephanie Bogan, we explore the mindset shift of reclaiming your time. Because sometimes, the breakthrough isn’t adding something new; it’s letting go of what’s holding you back.
The Power of Storytelling: How to Craft Stories That Help Convert Prospects Into Clients with Stacy Havener
If you want to connect with prospects, you need to master the art of storytelling. In this conversation, Stacy Havener unpacks why logic-based pitches fail, how to structure a first meeting for connection, and the neuroscience behind compelling narratives that convert.
Transform Your Onboarding Process Into a Referral Engine with Libby Greiwe
Most Advisors think of their onboarding process as a formality. But, when done right, it can become a referral engine. Libby Greiwe walks through how to assess your current onboarding process, shift the experience from uncertainty to confidence, and the three layers your onboarding process needs for a steady stream of referrals.
As a dedicated behavioral resource for RFG Advisors, our Chief Behavioral Officer, Brendan Frazier, is helping Advisors master the human side of advice to enhance their clients’ lives. For more ideas and insights from Brendan, follow him on LinkedIn.