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4 Steps To Shifting The Conversation Around Money & Psychology
Manage episode 378050194 series 3333605
Mark Akeroyd द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Mark Akeroyd या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Mark is joined by Ross Marino, the Founder and Advisor at Transitus Wealth Partners and the Founder and CEO of Advisor 2x. In their conversation, they discuss the "shift" in financial planning conversations and how to address financial questions without solely focusing on numbers.
In this episode, Ross & Mark cover:
- Four-Step Process: How Ross employs a structured four-step approach in financial planning, starting with understanding the client's situation and progressing through exploring their financial history, thoughts, and feelings.
- Non-Judgmental Listening: How Ross emphasizes creating a judgment-free atmosphere during client interactions to encourage open sharing and establish trust.
- Reframing Client Perspectives: Ross occasionally helps clients see their financial situations positively by considering long-term consequences and alternatives to their decisions.
- Mission Statement: Having a mission statement, such as "Help others worry less and focus on what to get right," guides his conversations and decision-making processes.
To learn more about how Lumiant can help you engage clients with values-based advice visit www.lumiant.io
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