Most of your clients’ financial planning goals don’t fail because they’re unrealistic. They fail because behavior hasn’t changed. In this episode, Brendan Frazier breaks down why clients struggle to follow through and achieve their most important financial goals and what Advisors can do to change that. If you want to help your clients maximize the likelihood of accomplishing their goals, you have to understand the psychology of goals.
In this episode, you’ll learn:
Why understanding motivation matters more than setting better goals
How clarity, confidence, and small wins increase follow-through
Why identity-based change leads to more sustainable client behavior
At RFG Advisory, our Chief Behavioral Officer, Brendan Frazier, helps Advisors improve prospecting, communication, and client relationships using proven behavioral frameworks that lead to sustainable growth.
Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here
Podden och tillhörande omslagsbild på den här sidan tillhör
Brendan Frazier. Innehållet i podden är skapat av Brendan Frazier och inte av,
eller tillsammans med, Poddtoppen.
