Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Philip Courtenay - Humans and Money
MP3•Episode home
Manage episode 408030331 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Tune in to hear:
- What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice?
- What can the industry do to reduce economic barriers to entry for getting advice?
- What about reducing emotional barriers to entry for getting advice?
- What mistakes do advisors make when it comes to changing behavior and what could we be doing better as an industry?
- What is Philip’s “SHAPE” framework and how can it be applied to your business?
- Why might we be asking for referrals in the wrong way and what can we do to improve this?
- Philip breaks down client anxiety into two distinct categories. What are each of these types of anxiety and what should each of these signal to advisors?
- How can advisors best demonstrate their value in this new world we find ourselves in?
Links
Connect with Us
Compliance Code: 0566-OAS-3/6/2024
294 episodes
MP3•Episode home
Manage episode 408030331 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Tune in to hear:
- What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice?
- What can the industry do to reduce economic barriers to entry for getting advice?
- What about reducing emotional barriers to entry for getting advice?
- What mistakes do advisors make when it comes to changing behavior and what could we be doing better as an industry?
- What is Philip’s “SHAPE” framework and how can it be applied to your business?
- Why might we be asking for referrals in the wrong way and what can we do to improve this?
- Philip breaks down client anxiety into two distinct categories. What are each of these types of anxiety and what should each of these signal to advisors?
- How can advisors best demonstrate their value in this new world we find ourselves in?
Links
Connect with Us
Compliance Code: 0566-OAS-3/6/2024
294 episodes
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