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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Dec 25, 2018

My guest today is here to help with one of the most common challenges we face as advisors: getting clients to actually follow through and implement our financial advice. The founder of Sage Financial Solutions, an organization that provides Financial Fitness Coach (FFC) and Accredited Personal Financial Coach (APFC) training and certification programs, Saundra Davis teaches advisors skills and techniques that will help clients make lasting behavior change.

In this episode, Saundra shares how her approach of financial coaching differs from the typical approach of financial planning, as well as how it leads advisors to navigate the client discovery process in a substantively different way. Listen in to hear how both approaches complement each other, why it’s important to guide clients to making discoveries on their own rather than telling them the answers, and what we can do as advisors to not only give technically accurate advice, but also help clients to improve their financial behaviors.

For show notes and more visit: https://www.kitces.com/104

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