151: The Psychology of Goals: 6 Ways Financial Advisors Can Help Clients Follow Through

About this episode

Brendan Frazier discusses the psychology behind clients' financial goals and how advisors can help them achieve these goals through behavior change.

Most of your clients’ financial planning goals don’t fail because they’re unrealistic. They fail because behavior hasn’t changed. In this episode, Brendan Frazier breaks down why clients struggle to follow through and achieve their most important financial goals and what Advisors can do to change that. If you want to help your clients maximize the likelihood of accomplishing their goals, you have to understand the psychology of goals. In this episode, you’ll learn: Why understanding motivation matters more than setting better goals How clarity, confidence, and small wins increase follow-through Why identity-based change leads to more sustainable client behavior At RFG Advisory, our Chief Behavioral Officer, Brendan Frazier, helps Advisors improve prospecting, communication, and client relationships using proven behavioral frameworks that lead to sustainable growth. Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Links to Additional Resources: Blog Article: Busy Isn’t Strategic: How Time Fragmentation Sabotages Financial Advisor Growth…

People in this episode

Host: Brendan Frazier

Topics covered

• financial planning
• behavior change
• client goals
• motivation
• sustainable growth

Keywords

• financial goals
• behavioral frameworks
• client relationships
• motivation
• identity-based change

Mentioned in this episode

Organizations: RFG Advisory

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