You're a busy Financial Advisor who understands the value of professional development and wants a regular dose of insight that will help you execute the best possible Client meetings.
We can help! The AdvisoryEDGE podcast features insights and tips on how to make your Client meetings as productive as possible. We'll draw on the behavioral sciences to help you get the absolute most out of your Client meetings...by helping Clients get the most out of your meetings.
Join us for regular doses of professional development you can use in your next Client meeting to build trust and grow relationships.
In this episode, I channel Marty Rafferty to share the only three steps in selling.
31 Dec 2020
How Online Meetings Will Evolve in 2021
What's gonna happen next year? NostraDANus predicts!
26 Oct 2020
Words That Have Always Worked
Take a couple of strategies from expert linguists and communicators, plus insights from current research.
21 Oct 2020
Prospecting: How to Get Leads and What to Do With Them
How do you get leads? What do you do with names when you have them? Dan Smaida answers your biggest prospecting questions in this episode.
15 Oct 2020
Avoiding Typical Advisor Syndrome
Headline: Salesy is typical. Choose the non-salesy path and you will avoid Typical Advisor Syndrome (TAS).
5 Oct 2020
Behavioral Finance Essentials: Using Consistency to Help Clients Take Smart Action
Use the principles of commitment and consistency to understand client motivation and propose smart next steps in your meetings.
1 Oct 2020
Behavioral Finance Essentials: Anchoring and Adjusting
Help clients make good decisions through the effective use of Anchoring and Adjusting, a key element of behavioral finance.
30 Mar 2020
Don't take the bait!
Advisors unwittingly fall into assumptive traps when we hear facts that imply needs, curiosity that implies interest, and agreement that implies commitment. Avoid these traps!
10 Mar 2020
Asking Smart Level 1 Questions
In this episode, I answer a question from an AdvisoryEDGE Forum member on the best use of Level 1 (data) questions in client meetings.
1 Feb 2020
Five Tests of Your Practice-Building Strategy
Wish you had a written version of this podcast?
See www.AdvisoryEDGE.com for the article!
14 Nov 2019
SMART Q4 Objectives
Don't let Sales Goggles take your eyes off the need to be Client-Centric with every ask.
14 Nov 2019
The Table Test
The depth of your Client relationships is easily defined by the four "tables" to which you're invited...or not.
7 Oct 2019
Love and the Client-Centric Agenda
We'll debunk a popular myth about Client objections - how about respecting them instead of overcoming them?
Then, I'll share a story about how pausing on the front end of a Client meeting can make for a better meeting.
Finally, I'll share an inspiring (to me, anyway) story about how employing knowledge of the Five Love Languages created a breakthrough in Client relations.
Contact AdvisoryEDGE
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of AdvisoryEDGE?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
