Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
As we enter this week, our roundup of subjects includes what advisors need to know about neuroscience, your unique value proposition, and therapy and finance. We are kicking off with a piece that explores financial advice and brain chemistry. Our next blog digs into discovering your unique differentiator. Finally, we have an article that discusses putting financial therapy into practice.
This piece explains that underneath every financial decision are complex emotions, subconscious beliefs, and patterns shaped by every client’s personal history and brain chemistry. Advisors who truly understand how the brain is wired just may help their clients break free from reactive cycles.
By asking yourself these four questions, you can discover your differentiators to develop your unique marketing position (UMP) for your practice.
This piece states that client handholding is in high demand and AI will never be able to replace it. The fields of financial planning and mental health are intersecting, and financial therapy certifications are growing. Could financial therapy be the next unique differentiator? Read on to learn more.
