Most Advisors know they need to integrate the human element into their practice.
But, it’s hard to decide WHAT to do and HOW to do it.
Fortunately, Danielle Howard has successfully studied, tested, and integrated the human element into her practice for over 30 years.
And, through those years of learning and testing, she built the “Journey of Financial Health” process.
In this conversation, Danielle reveals the steps of this process and how it helps her uncover client’s mindsets, beliefs, and identities around money.
You’ll Learn:
- The role of identity in financial decisions
- The “Journey of Financial Health” Client Process
- The surveys she uses to facilitate deeper conversations
- A question to help clients focus on their financial “wins”
- How to run group workshops and hands-on client experiences
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