))
"Transition Fatigue and the Post-Pandemic Future" with Susan Bradley - Episode #12 of Mindset Mastery
Manage episode 407433820 series 3560176
NAPFA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 NAPFA 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 Episode #12 of Mindset Mastery, “Transition Fatigue and the Post-Pandemic Future,” Susan Bradley, who has long been one of the financial life planning profession’s leading lights, talks with Mindset Mastery host Marie Swift about the human condition and how major transitions – such as the pandemic – create both opportunity and challenge for financial advisors and their clients.
In a nutshell: Susan tells us how to develop the habits and “soft skills” needed to leave clients with a sense of personal transformation and says that advisors who help clients apply meaning to the challenges they face give themselves a 77% advantage over designations and professional expertise alone. She talks about signs of transition fatigue, the value of community, how to reduce client attrition, and provides quick tips for creating more meaningful conversations.
Check out the work Susan is doing with Dr. Moira Somers and other thought leaders / practitioners at www.FinancialTransitionist.com.
Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org
54 에피소드
공유
