Natalie Taylor - The Client-Centric Future of Financial Advice

Standard Deviations with Dr. Daniel Crosby

Nội dung được cung cấp bởi Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

2y ago 47:48

MP3•Trang chủ episode

Tune in to hear:

- How does technology shape the way we act? Sometimes we don’t even know the water that we are swimming in with regards to technology - how can this induce us to make good or poor decisions?

- Is there a way that tech can facilitate some of the soft skills of client interaction (e.g. care, empathy and connection)?

- What role should self-care, self-work and introspection play in advisors being better behavioral coaches for their clients?

- When Natalie had realizations about personal shifts she needed to make to better serve her clients, what was the catalyst that spurred her personal growth?

- How can we as an industry help convey the fact that the soft skills and behavioral elements of a financial practice are critically important to its success?

- In Natalie’s experience, what does good goals-based planning look like?

- How can we make the advice we give our clients stickier?

https://www.linkedin.com/in/natalie-taylor-cfp%C2%AE-bfa%E2%84%A2-0822a7a

https://www.natalieanntaylor.com/

Compliance Code: 0729-OAS-4/28/2022

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