245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme

The Efficient Advisor: Tactical Business Advice for Financial Planners

Behavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as an advisor deliver better financial advice? Where does it show up in your email copy, on your website, and in your meetings?

In today’s episode, marriage counselor turned behavioral therapist Ashley Quamme, shares with us how integrating behavioral finance actually makes your financial planning process more efficient! She gives us very tactical advice (think specific things you can say and do) to integrate behavioral finance into our client relationships without it coming across as weird or jarring.

And, if you’re one of those advisors that is worried about AI taking over you job, this is where you can use your humanity to differentiate yourself.

In this episode we cover:

• What IS behavioral finance and how do we make it not feel too ‘woo woo’
• What language do we use and where do we use it?
• What kinds of questions can we ask to get into deep conversations with our clients?
• Does it ACTUALLY improve the quality of financial advice we are delivering?
• And, so much more!

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Bölümler

1. 245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme (00:00:00)

2. [Ad] The New Manager Playbook with Lia Garvin (00:09:06)

3. (Cont.) 245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme (00:09:49)