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Bridging The Gap에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bridging The Gap 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Navigating Client Connections and Emotional Decisions with Dr. Joshua Wilson

49:06
 
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Manage episode 453703718 series 2896155
Bridging The Gap에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bridging The Gap 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In the latest episode of Bridging the Gap, Dr. Joshua Wilson joins Matt Reiner to explore how professionals can foster meaningful connections in today’s digital landscape. With clients increasingly informed thanks to online resources, Joshua stresses the need for both preparation and authenticity in every interaction. He highlights the power of "pre-suasive" efforts—strategic emotional engagement before meetings—combined with classic techniques like building rapport and asking open-ended questions. By using online tools to better understand client needs and entering conversations with curiosity and openness, professionals can create a solid foundation for deeper connections.

Joshua explains that emotional connections drive decision-making, with logic often serving as a secondary justification. To harness this, he advocates for storytelling that resonates emotionally and portrays the advisor as relatable and trustworthy. Drawing on his personal experiences, such as crafting a heartfelt graduation speech that attracted clients, he illustrates the importance of presenting oneself authentically. Professionals who master the art of emotional storytelling can strengthen their client relationships and build a persuasive narrative around their expertise and values.

The episode also examines how perception influences outcomes and how balancing vulnerability with professionalism can enhance relationships. Joshua introduces the "procedure versus perception razor," encouraging professionals to adjust how they are perceived before overhauling their actions in response to feedback. He emphasizes self-reflection as a tool for uncovering unique personal qualities that can deepen connections. By leading with empathy, curiosity, and an awareness of one’s distinctive traits, listeners are equipped to develop genuine relationships and build trust in an increasingly complex professional environment.

More Content For Financial Advisors and Wealth Management Firms

YouTube

Twitter

LinkedIn

  continue reading

193 에피소드

Artwork
icon공유
 
Manage episode 453703718 series 2896155
Bridging The Gap에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bridging The Gap 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In the latest episode of Bridging the Gap, Dr. Joshua Wilson joins Matt Reiner to explore how professionals can foster meaningful connections in today’s digital landscape. With clients increasingly informed thanks to online resources, Joshua stresses the need for both preparation and authenticity in every interaction. He highlights the power of "pre-suasive" efforts—strategic emotional engagement before meetings—combined with classic techniques like building rapport and asking open-ended questions. By using online tools to better understand client needs and entering conversations with curiosity and openness, professionals can create a solid foundation for deeper connections.

Joshua explains that emotional connections drive decision-making, with logic often serving as a secondary justification. To harness this, he advocates for storytelling that resonates emotionally and portrays the advisor as relatable and trustworthy. Drawing on his personal experiences, such as crafting a heartfelt graduation speech that attracted clients, he illustrates the importance of presenting oneself authentically. Professionals who master the art of emotional storytelling can strengthen their client relationships and build a persuasive narrative around their expertise and values.

The episode also examines how perception influences outcomes and how balancing vulnerability with professionalism can enhance relationships. Joshua introduces the "procedure versus perception razor," encouraging professionals to adjust how they are perceived before overhauling their actions in response to feedback. He emphasizes self-reflection as a tool for uncovering unique personal qualities that can deepen connections. By leading with empathy, curiosity, and an awareness of one’s distinctive traits, listeners are equipped to develop genuine relationships and build trust in an increasingly complex professional environment.

More Content For Financial Advisors and Wealth Management Firms

YouTube

Twitter

LinkedIn

  continue reading

193 에피소드

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