Brendan Frazier

Shares how you can leverage client feedback to create meaningful conversations and turn your satisfied clients into engaged clients. #advisors

Trust is the foundation of success in financial advice. You need trust to get prospects to become clients. #trust #advisors

Design your advice for the client and watch your implementation problems disappear. After all, the best advice is the advice that actually gets implemented

it’s crucial that you fully understand the powerful forces that the past and future play on your client in the present. #advisors #past #future

Jake gives us an inside look into each meeting to reveal how he infuses the human side to help clients live their ideal life. #advisors

You may call it a Progress meeting. Either way, Meghaan Lurtz has a blueprint on how to conduct these meetings that accomplishes all three. #advisors

I have distilled their magic into three core lessons for building a successful career without having to trade your happiness for it.

Why peace of mind is the ultimate luxury good, and the biggest money mistake she’s ever made. #NCRetirementCenter

What you need to know about how impactful both of these forces can be and how he uses them to influence client behavior for the better. #advisors

Yet, if the advice is never implemented, none of it matters. It’s like building a house and never moving it. #advisors #behavior

it wins clients AND their trust. Thus, it's the most important email you'll ever send. #emails #advisors #trust

Delivering and conducting the ultimate discovery meeting requires more than focusing on just the meeting itself, the questions you ask, the data you gather

A look at how she incorporates the human element into her planning process so that the technical knowledge aligns with the client's life. #advisors

Working with clients and planning for their future selves, you have to take their future goals from the clouds to the street. From vague to vivid. #advisor

She's developed a three-step framework to help clients transform their relationship with money. #money #emotions

Once you can enhance your questions and elevate your conversations, you’ll have no problem converting prospects into life-long clients. #advisors

The golden circle as a method for understanding how to talk with clients and prospects about what’s truly important to them. #advisors #talks

He peels back the curtain to share the specific ways that Ritholtz Wealth Management focuses on improving client behavior. #behavior #finance

A great question will change the growth trajectory of your business in a way that a networking event could only dream of. #advisors #questions

In this episode, we'll go through six different steps of the client journey and arm you with three questions to use at each stage. #advisors #questions