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Listen "98: Creating A Unique Money Vision To Build A Client’s Ideal Life with Jake Northrup"
Episode Synopsis
It's one thing for advisors to say they want to get better at the human side.
It's another thing to actually start making changes to your processes and conversations. And, it's another thing entirely to have your entire meeting process and deliverables focused on the human side.
Yet, that's exactly what Jake Northrup has done.
At his firm, Experience Your Wealth, Jake has made a point to optimize the human element in every single meeting. From the questions they ask to the deliverables they provide, he's thought of it all.
In this episode, Jake gives us an inside look into each meeting to reveal how he infuses the human side to help clients live their ideal lives.
Here’s what you’ll learn:
Using "micro-steps" to improve client behavior
The process they use to help clients create their "Unique Money Vision"
The psychological power of "spending experiments" to help clients live their best life
The action item dashboard they use to improve the gap between knowing and doing
The "Life Planning Timeline" he creates to visualize and prioritize what's most important
To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here
Resources:
The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals
Connect with Brendan Frazier:
RFG Advisory
LinkedIn: Brendan Frazier
X:@jbrendanfrazier
It's another thing to actually start making changes to your processes and conversations. And, it's another thing entirely to have your entire meeting process and deliverables focused on the human side.
Yet, that's exactly what Jake Northrup has done.
At his firm, Experience Your Wealth, Jake has made a point to optimize the human element in every single meeting. From the questions they ask to the deliverables they provide, he's thought of it all.
In this episode, Jake gives us an inside look into each meeting to reveal how he infuses the human side to help clients live their ideal lives.
Here’s what you’ll learn:
Using "micro-steps" to improve client behavior
The process they use to help clients create their "Unique Money Vision"
The psychological power of "spending experiments" to help clients live their best life
The action item dashboard they use to improve the gap between knowing and doing
The "Life Planning Timeline" he creates to visualize and prioritize what's most important
To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here
Resources:
The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals
Connect with Brendan Frazier:
RFG Advisory
LinkedIn: Brendan Frazier
X:@jbrendanfrazier
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