You've identified the problem. You understand the instinct gap. Now it's time to fix it. In the first two episodes of this series, we talked about why financial content isn't creating change and introduced the conative mind, the missing piece that explains why people don't take action even when they know what to do. We showed you how your natural way of taking action as a financial professional is likely very different from your clients' instincts, and how that mismatch creates friction. ...
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You've identified the problem. You understand the instinct gap. Now it's time to fix it. In the first two episodes of this series, we talked about why financial content isn't creating change and introduced the conative mind, the missing piece that explains why people don't take action even when they know what to do. We showed you how your natural way of taking action as a financial professional is likely very different from your clients' instincts, and how that mismatch creates friction. ...
120. How to Help Your Clients Build Their Financial Power Team
The Financial Coach Academy® Podcast
18 minutes
3 months ago
120. How to Help Your Clients Build Their Financial Power Team
If you’re trying to do everything for your clients, you’re doing them a disservice. Yep, I said it. As financial coaches, we don’t know everything there is to know about finances, and that’s okay. We’re focused on our niche and expertise and while there’s nothing wrong with learning and growing with our clients, there comes a time when referring them to another professional is the best next step. I used to think that referring clients to other professionals meant I wasn't good enough at my j...
The Financial Coach Academy® Podcast
You've identified the problem. You understand the instinct gap. Now it's time to fix it. In the first two episodes of this series, we talked about why financial content isn't creating change and introduced the conative mind, the missing piece that explains why people don't take action even when they know what to do. We showed you how your natural way of taking action as a financial professional is likely very different from your clients' instincts, and how that mismatch creates friction. ...
