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Konten disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Philip Courtenay - Humans and Money

47:26
 
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Manage episode 408030331 series 1454631
Konten disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Tune in to hear:

  • What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice?
  • What can the industry do to reduce economic barriers to entry for getting advice?
  • What about reducing emotional barriers to entry for getting advice?
  • What mistakes do advisors make when it comes to changing behavior and what could we be doing better as an industry?
  • What is Philip’s “SHAPE” framework and how can it be applied to your business?
  • Why might we be asking for referrals in the wrong way and what can we do to improve this?
  • Philip breaks down client anxiety into two distinct categories. What are each of these types of anxiety and what should each of these signal to advisors?
  • How can advisors best demonstrate their value in this new world we find ourselves in?

Links

Connect with Us

Compliance Code: 0566-OAS-3/6/2024

  continue reading

307 episode

Artwork
iconBagikan
 
Manage episode 408030331 series 1454631
Konten disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Tune in to hear:

  • What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice?
  • What can the industry do to reduce economic barriers to entry for getting advice?
  • What about reducing emotional barriers to entry for getting advice?
  • What mistakes do advisors make when it comes to changing behavior and what could we be doing better as an industry?
  • What is Philip’s “SHAPE” framework and how can it be applied to your business?
  • Why might we be asking for referrals in the wrong way and what can we do to improve this?
  • Philip breaks down client anxiety into two distinct categories. What are each of these types of anxiety and what should each of these signal to advisors?
  • How can advisors best demonstrate their value in this new world we find ourselves in?

Links

Connect with Us

Compliance Code: 0566-OAS-3/6/2024

  continue reading

307 episode

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