Hosted by Unknown Host · EN · 2 episodes
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Why good advice isn't enough anymore. The Psychology Edge for Financial Advisers is the podcast for US-based independent financial advisers who are technically excellent and quietly stuck. Built from Elize Hattin's book The Words That Change Everything, this 12-episode season explores why technically correct advice so often fails to land, why good clients quietly leave, and how to build a practice your clients can't replace. You'll meet the Four Languages framework that sits at the heart of the book (the Commander, the Analyst, the Guardian, and the Connector), learn why advisers lose clients they thought were loyal, and confront the question that will reshape the profession inside a decade: when wealth transfers to the next generation, will they keep you or leave you? Each episode is short enough for a commute and substantial enough to change how you sit in your next client meeting. Made for advisers who already know the technical work, because the edge is in the words. A PsycFin original. Communication intelligence is the new edge in financial advice.
Unknown Host hosts The Psychology Edge for Financial Advisers, a general show with 2 episodes published.
Turning "I'll think about it" into "Let's do it" Two meetings, one Tuesday, same conference room. The first client hears forty-five minutes of careful detail, says he'll think about it, and transfers out three months lat
The wealth transfer is a communication problem An adviser spent fourteen years with a client. Two market corrections, the estate restructured twice, even a hospital waiting room when the family needed him. Then the clien
When "no complaints" isn't a good sign Some of your easiest clients are your biggest risk. They never complain. They never push back. They nod, they pay, they show up, and then one day a transfer request lands on your de
The four ways clients decide you're safe (or not) You remember their kids' names. You sent the handwritten note when their father died. You waived a fee no one asked you to waive. And that client still left, politely, wi
What if you had kept every client? You have a list. Most advisers do. The clients who left over the last few years without giving a real reason. You added up the lost fees and told yourself it was a normal cost of doing
Your resistance isn't weakness. It's intelligence. You've heard the advice. Post more. Be visible. Build a brand. You've probably tried some of it and stopped, because every part of it felt wrong. The marketing industry
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The Psychology Edge for Financial Advisers is hosted by Unknown Host. The show is categorised under General and has published 2 episodes.
The Psychology Edge for Financial Advisers has published 2 episodes.
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Episodes of The Psychology Edge for Financial Advisers average 20 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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