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Hi everyone and welcome to The Magellan Network Show. Today, I want to talk about my big fear, which is that financial advisors are losing the ability to influence, persuade, and communicate with clients and prospects.
We have tools and all these planning software available now to help financial advisors make better decisions and provide more comprehensive guidance. My concern is that advisors, especially younger ones, will be over-reliant on them to influence and persuade their clients or prospects.
In this episode, I talked about the following:
(03:21) The difference between emotional decision-makers and logical decision-makers
(06:23) Key characteristics that the advisor of the future must have
(10:27) Why advisors are not getting that “Yes”
(13:35) What real coaching and influence means
(13:42) Three questions you need to ask yourself about your past failures
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