Wisdom Round-Up: What Prospects Actually Want, Psychology of...

Wisdom Round-Up: What Prospects Actually Want, Psychology of Spending, and Improving Implementation

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An exquisite listener is someone who becomes consumed by the listening process. They shut out all distractions and have a laser-like focus on what the person is saying with a deep curiosity about the feelings, values, goals and internal conflicts the client is trying to convey. And, oftentimes, this level of listening facilitates a process of... See more

Wisdom Round-Up: What Prospects Actually Want, Psychology of Spending, and Improving Implementation

SSylvie

From the Journal of Financial Planning - Ted and Brad Klontz

Here are the three main reasons clients don't implement:

1) Confusing Priorities

2) Lack of Knowledge or Abilities

3) Unfamiliar Relationship & Logistics

Wisdom Round-Up: What Prospects Actually Want, Psychology of Spending, and Improving Implementation

SSylvie

question for #3 "Knowing the to-dos and action steps, let's assign who has what steps and how we will communicate about these steps."

Kitces article about implementation questions by From Meghaan Lurtz