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The Psychology Edge for Financial Advisers
Why good advice isn't enough anymore.
The Psychology Edge for Financial Advisers is the podcast for US-based independent financial advisers who are technically excellent and quietly stuck. Built from Elize Hattin's book The Words That Change Everything, this 12-episode season explores why technically correct advice so often fails to land, why good clients quietly leave, and how to build a practice your clients can't replace.
You'll meet the Four Languages framework that sits at the heart of the book (the Commander, the Analyst, the Guardian, and the Connector), learn why advisers lose clients they thought were loyal, and confront the question that will reshape the profession inside a decade: when wealth transfers to the next generation, will they keep you or leave you?
Each episode is short enough for a commute and substantial enough to change how you sit in your next client meeting. Made for advisers who already know the technical work, because the edge is in the words.
A PsycFin original. Communication intelligence is the new edge in financial advice.
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