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Improve financial advising & communication

학습 계획

Improve financial advising & communication

Effective communication is the cornerstone of successful financial advisory, yet it's often overlooked in favor of technical knowledge. This learning plan is essential for financial advisors who want to differentiate themselves in a competitive market by building genuine client relationships that lead to better outcomes and long-term loyalty. Whether you're a new advisor establishing your practice or an experienced professional looking to deepen client engagement, mastering these communication and relationship skills will transform your effectiveness and impact.

ByCommunity User
1 h 56 m
12 코스업데이트 5 days ago
The Trusted Advisor FieldbookThe Laws of WealthMaster Financial Intelligence: Beyond Money to True Wealth12 sources

이 학습 계획이 만들어진 방법

이 계획은 BeFreed의 독자적인 AI가 Improve financial advising & communication을 쉽게 배울 수 있도록 제작했습니다. 주제에 대한 심층 연구를 바탕으로 BeFreed 사용자들이 입증한 가장 효과적인 학습 여정을 중심으로 구성되었습니다.

각 에피소드는 세계적인 소스(베스트셀러 도서, 연구 논문, 전문가 인사이트)에서 추출한 간결하고 영향력 있는 레슨을 제공합니다. 이들이 함께 Improve financial advising & communication을 마스터하기 위한 세련되면서도 접근하기 쉬운 경로를 형성합니다.

배우게 될 내용

  • Master client psychology and behavioral finance to understand what truly drives financial decisions
  • Develop active listening and persuasive communication skills to explain complex concepts with clarity and emotional impact
  • Build deep, lasting client relationships through emotional intelligence and trust-building frameworks
  • Navigate difficult conversations confidently while maintaining client trust and loyalty
  • Apply advanced influence strategies to guide high-stakes financial decisions authentically and effectively

Build your core competency as a trusted advisor by mastering client psychology, behavioral finance, and the fundamental relationship-building skills that distinguish great advisors from average ones.

The Trusted Advisor Fieldbook cover
The Trusted Advisor Fieldbook

A practical toolkit for building trust-based relationships with clients and colleagues, enhancing influence and leadership across industries.

10 m
The Laws of Wealth cover
The Laws of Wealth

A psychology-driven guide to outsmarting your own investing biases and making smarter financial decisions through rule-based strategies.

9 m
podcast cover
source 1source 2source 3source 4
6 sources
Master Financial Intelligence: Beyond Money to True Wealth

Discover the five pillars of financial mastery that separate the wealthy from the struggling. Learn why money alone never creates wealth and how to develop the intelligence that transforms your relationship with finances forever.

8 m

Transform how you connect with clients through active listening, persuasive communication, and the ability to explain complex financial concepts in ways that resonate emotionally and intellectually.

Just Listen cover
Just Listen

Master the art of effective communication and persuasion by learning powerful listening techniques to connect with anyone.

8 m
Magic Words cover
Magic Words

Discover the power of language to persuade, connect, and drive action in every aspect of life and work.

9 m
podcast cover
The Courage HabitClear ThinkingFinance for the People
3 sources
The Universal Language of Financial Change

Discover how to communicate money wisdom through three powerful pathways - body-based, analytical, and story-driven approaches that reach different learning styles but lead to the same destination: financial transformation.

12 m

Learn to cultivate deep, lasting client loyalty through emotional intelligence, difficult conversations, and proven trust-building frameworks that turn one-time clients into lifelong partnerships.

The Speed of Trust cover
The Speed of Trust

A practical guide to building trust as a powerful business asset, enhancing relationships and driving organizational success.

10 m
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People Buy You

Win hearts before minds: relationships are your ultimate sales advantage.

9 m
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source 1source 2source 38 Strategies for Consultants to Build Trust and Deliver Value in 2024
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Building Trust in High-Ticket Consulting Sales

Jackson and Eli explore proven strategies for building genuine trust when selling expensive consulting services. They break down the Trust Equation, discuss embracing client resistance, and share how to demonstrate value before the sale through authentic relationships rather than traditional sales t

15 m

Elevate your advisory practice with sophisticated persuasion techniques, conversational intelligence, and the ability to guide high-stakes financial decisions through authentic influence.

Conversational Intelligence cover
Conversational Intelligence

Unlock the power of meaningful dialogue to build trust, foster collaboration, and achieve extraordinary results in business and life.

9 m
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Thank You for Arguing

Master the art of persuasion with timeless techniques from Aristotle to Homer Simpson in this witty, enlightening guide.

8 m
podcast cover
source 1source 2source 3source 4
6 sources
Master the Art of Persuasive Communication

Learn the psychology behind convincing others by understanding how people actually make decisions. Discover ancient wisdom and modern techniques to say the right words that create lasting connection and agreement.

9 m

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@Jaded_Falcon
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@Leo, Law Student, UPenn
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