July 26, 2024 • 00:22:50

Episode 4: Part II - Using the book Switch to help clients change things when change is hard

Using the concepts in the book Switch, we talk about how advisors can "Clear the Path" for clients and prospects, making change easier:

Motivate clients with If/Then statements
Examples of how to "Clear the Path for clients," from pre-filling in forms to creating action triggers
Making it easier for clients to say yes to change

No transcript available.