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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.
The Psychology Edge for Financial Advisers
Latest Episodes
Building a Communication-Intelligent Practice
What your business looks like when every client feels understoodThis is where it all comes together. You have met the four styles, the three channels, and the three layers. The question now is simple: what would your practice lo...
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Fixing the Growth Paradox: How to grow without becoming someone you don't recognise
How to grow without becoming someone you don't recogniseGrowth is supposed to solve problems. For most advisers, it creates them. Every new client adds another set of words to choose, another style to read, another relationship ...
The Moment a Client Feels Known
"You didn't just hear me. You understand me."Most advisers stop at "I explained it clearly." Clients stay for something else entirely: the moment they feel you actually get them. There are three layers to every client answer...