Feb 1, 2021
In Episode #12 of Mindset Mastery, “Transition Fatigue and the Post-Pandemic Future,” Susan Bradley, who has long been one of the financial life planning profession’s leading lights, talks with Mindset Mastery host Marie Swift about the human condition and how major transitions – such as the pandemic – create both opportunity and challenge for financial advisors and their clients.
In a nutshell: Susan tells us how to develop the habits and “soft skills” needed to leave clients with a sense of personal transformation and says that advisors who help clients apply meaning to the challenges they face give themselves a 77% advantage over designations and professional expertise alone. She talks about signs of transition fatigue, the value of community, how to reduce client attrition, and provides quick tips for creating more meaningful conversations.
Check out the work Susan is doing with Dr. Moira Somers and other thought leaders / practitioners at www.FinancialTransitionist.com.
Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org