Transform clients into advocates through better human understanding & improved financial acumen.
In this podcast, we dive into how financial advisors can use the tools outlined by author and speaker Charles Duhigg to become a Super Communicator....
Using the concepts in the book Switch, we talk about how advisors can "Clear the Path" for clients and prospects, making change easier:
SWITCH by Chip & Dan Heath - HOW TO CHANGE THINGS WHEN CHANGE IS HARD.
Change can be hard due to the conflict between our emotional...
In Episode 2, we discuss the book Beyond Reason and how it has the potential to strengthen advisors' client relationships. We talk about the book's...
On this epsiode, the hosts discuss the origins of Optimus Advisory Group. Both growing up in Southern California, Paul Hewitt & Steve Rumsey both...