Episode 14: The Art of Courageous Questioning with Alex Bunyan

The Future-Ready Advisor

Unlock the transformative power of coaching, both in life and in the world of financial advice, with Sam Sivarajan and guest, executive coach Alex Bunyan. Our conversation is a deep dive into the heart of decision-making, revealing how courageous questioning can lead to personal and professional fulfillment. By drawing parallels between financial advising and executive coaching, we illuminate the pathway for aligning actions with goals and intentions, crafting a life of impact. Alex's philosophy pivots on helping clients define and pursue their 'more', ensuring each step taken is infused with purpose and direction.
Navigating the entrepreneurial landscape requires a deft blend of attention and adaptability—an art form Alex and I dissect throughout our chat. Financial advisors, much like entrepreneurs, must master the art of listening and probing to distill the essence of their clients' needs. It's about finding that 'North Star', guiding clients towards their aspirations while balancing the demands of managing their own advisory business. We share insights on how to maintain that balance, fostering intentional decision-making and prioritizing what truly matters.
Advising is an emotional journey as much as it is financial, and in this episode, we explore the nuances of guiding clients through these intertwined terrains. Building trust and facilitating honest conversations are cornerstones in steering clients towards disciplined decision-making. We touch on why advisors, too, should seek coaching to refine their skills in managing clients' emotional highs and lows. With actionable strategies and discussions on the importance of foundational alignment, this episode is a treasure trove for advisors aiming to future-proof their practice.
Resources mentioned in the episode:
https://www.linkedin.com/in/alexbunyanmba/
https://masseyhenry.com/

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What’s Next?

Staying Ahead of the Curve: Insights for Financial Advisors
In today's rapidly evolving financial landscape, how do you continue to thrive and better serve your clients? As an industry veteran for over 25 years, I understand the unique challenges facing financial advisors.
I have a wealth of resources to help you navigate these challenges:

• Visit my website at https://www.samsivarajan.com/resources to download a free behavioral coaching guide and a free goals-based investing case study, packed with tips and strategies.
• While you're there, don't forget to explore my bestselling books at https://www.samsivarajan.com/books. These books provide readers with further insights and guidance on how we can make better decisions - in investing, at home, and in the workplace.
• Want to stay updated with my latest insights? Sign up for my LinkedIn newsletter, The Goals-Based Advisor. It's a great way to keep in touch and receive regular updates directly to your inbox.

Finally, if you have any questions or hire me as a speaker, coach or consultant, book a meeting with me on ...