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4 Steps To Shifting The Conversation Around Money & Psychology
Manage episode 378050194 series 3333605
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
42 bölüm
Manage episode 378050194 series 3333605
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
42 bölüm
Tüm bölümler
×1 Get comfortable being uncomfortable, taking the 1st step 43:25
1 Differentiating your experience in advisor transition 38:20
1 Your Success Roadmap with Antony Fernando of St Anthony Financial Planning 36:07
1 4 Steps To Shifting The Conversation Around Money & Psychology 42:32
1 The Interpretive Advisor with Wayne Titus, Savant Wealth Management 44:34
1 Marketing Strategy: How to get it right 58:19
1 Growing Leverage with Alli Jordan, President & COO of LibertyFi 35:48
1 What is your client's narrative and how do you reduce their sacrifice? 50:46
1 Empowering women to find identity, permission and play to take financial and life control 46:15
1 Staging experiences & guiding client transformations 57:31
1 Introducing Genivity & HALO with Heather Holmes, Chief Evangelist Officer Lumiant 40:31
1 Lumiant 2022 in Review & 10 Traits of Values Based Advisors 54:03
1 Finding your brand and unique service proposition - Dan Graham, Next Gen Planners 47:40
1 Changing your client experience with a team based approach to advice - Calypso Waddell, Team Leader - Australian Private Capital 36:21
1 Subconscious client behaviours and how to create a great digital employee experience - Sarah Matthews, Head of Advice Delivery at Virtual Business Partners 42:03
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