Wall of love for The Human Side of Advice
David Dodd
This course was phenomenal. This is the cleanest and simplest framework I've seen for a discovery meeting yet. This course would be beneficial to anyone looking to see how their process stands up. If you're anything like me, you'll find many valuable nuggets that you were missing. I've read the books and taken many other courses, but none have been as concise and helpful as this one.
This course was phenomenal. This is the cleanest and simplest framework I've seen for a discovery meeting yet. This course would be beneficial to anyone looking to see how their process stands up. If you're anything like me, you'll find many valuable nuggets that you were missing. I've read the books and taken many other courses, but none have been as concise and helpful as this one.
Jerry Sheridan
Outstanding course. The best part of the syllabus for me was the "Mindset". You gave such a great foundation for me to enter each Discovery Meeting. Adding in the value of giving the prospect the best conversation they've had is a super way to approach that first contact point. Thank you.
Outstanding course. The best part of the syllabus for me was the "Mindset". You gave such a great foundation for me to enter each Discovery Meeting. Adding in the value of giving the prospect the best conversation they've had is a super way to approach that first contact point. Thank you.
D
Dan
Excellent course! As a career changer, I really learned a ton about how to structure the Discovery meeting. I am pretty well-read on behavioral finance and psychology and I love the way that Brendan ties it together and helps it flow together. Really simplified the process and tied some loose ends together for me. I highly recommend it!
Excellent course! As a career changer, I really learned a ton about how to structure the Discovery meeting. I am pretty well-read on behavioral finance and psychology and I love the way that Brendan ties it together and helps it flow together. Really simplified the process and tied some loose ends together for me. I highly recommend it!
Frank Rekas
I received access to the course on a Friday. By that Sunday I had finished it. That's how engaging I found it. Discovery meetings are where we as financial advisors learn about our prospects and clients, set the basis for what we hope is a lifelong relationship. It's about asking questions, but not just any questions, but deep, emotional and thought provoking questions.
After all my years in the business, I thought I was pretty good at it. After taking this course, I learned that I wasn't as good as I thought. But now I will be. The way Brendan presents the material gets to the heart of the matter, and forces you to listen to the answers to develop the proper strategy.
If you're looking to improve yourself as an advisor, and level up your practice, this is a must!
I received access to the course on a Friday. By that Sunday I had finished it. That's how engaging I found it. Discovery meetings are where we as financial advisors learn about our prospects and clients, set the basis for what we hope is a lifelong relationship. It's about asking questions, but not just any questions, but deep, emotional and thought provoking questions.
After all my years in the business, I thought I was pretty good at it. After taking this course, I learned that I wasn't as good as I thought. But now I will be. The way Brendan presents the material gets to the heart of the matter, and forces you to listen to the answers to develop the proper strategy.
If you're looking to improve yourself as an advisor, and level up your practice, this is a must!
Cobin Soelberg
Brendan has created an exceptional course. If it's important to you to build a practice with clients who are emotionally intelligent and engaged in the planning process, this course teaches actionable skills to help you connect in a deep and vulnerable manner.
I thought I'd practice these skills in the first week after starting this course. Even though I didn't feel confident with the structure, I jumped in. It was one of my best conversations with a client or prospect. I later heard from this prospect it was easily the most comfortable and engaging conversation he'd had around money.
Thank you to Brendan for creating this valuable and easy-to-use course!
Brendan has created an exceptional course. If it's important to you to build a practice with clients who are emotionally intelligent and engaged in the planning process, this course teaches actionable skills to help you connect in a deep and vulnerable manner.
I thought I'd practice these skills in the first week after starting this course. Even though I didn't feel confident with the structure, I jumped in. It was one of my best conversations with a client or prospect. I later heard from this prospect it was easily the most comfortable and engaging conversation he'd had around money.
Thank you to Brendan for creating this valuable and easy-to-use course!
Frank Rekas
I received access to the course on a Friday, and by that Sunday I had completed it. That's how engaging the material was to me.
After all my years in the business, I thought I was good at this part of my meetings. Upon completing the course, I realized that I wasn't, but now will be. The material Brendan presents, and the way he presents it, gets to the heart of the matter. And it forces you to listen to the answers to develop the proper strategy.
If you want to improve your financial planning practice, and differentiate yourself, I highly recommend you purchase this course.
I received access to the course on a Friday, and by that Sunday I had completed it. That's how engaging the material was to me.
After all my years in the business, I thought I was good at this part of my meetings. Upon completing the course, I realized that I wasn't, but now will be. The material Brendan presents, and the way he presents it, gets to the heart of the matter. And it forces you to listen to the answers to develop the proper strategy.
If you want to improve your financial planning practice, and differentiate yourself, I highly recommend you purchase this course.
James Milligan
A fantastic framework to make every first meeting intentional, impactful and memorable.