On Performing as a Financial Advisor
It's sad to see so much behavioral coaching in financial services. "Make eye contact, nod, talk 20% of the time." That's a performance.
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Mary Martin, PhD
- May 6
- 3 min
On Creating Your Emotions
It's been a wild ride for the idea of emotions. So much has changed in the past 20 years around this, & all discussions, involving the brain
Mary Martin, PhD
- Mar 16
- 2 min
On Learning, Habit Creation, and Snowballs
When was the last time you learned a new skill or acquired a new habit? How did that happen? Odds are, one or more of the following . . .
The Wonderful Way Your Brain Isn't Like ChatGPT or Your CRM
ChatGPT can't identify the favorite dessert of your biggest client. Your CRM might be able to. But you know who can, for sure? You.
Your Client's Experience Starts With You
Your client's experience (CX) starts with you. Each interaction is an opportunity for you to take the lead, inviting them to connect.
Julie Fortin, CFP®, FBS®, CeFT® & Mary Martin, PhD
- Dec 28, 2022
- 3 min
On the Unique Space Advisors Co-create with Clients
If there are flourishing financial advisors in 10 years, it'll be because they provide something AI and social robots won't have mastered.
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