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Thursday Email: Derrick Kinney
Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.
Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.
 | Derrick Kinney on Emotional Connections and Client-Centric SuccessIn this episode of Bridging the Gap, Matt sits down with Derrick Kinney, "America’s Financial Educator" and bestselling author, to explore the power of emotional connection in financial advising. Derrick shares how understanding clients' emotional needs and crafting value-driven relationships can foster trust and loyalty. They also discuss practical strategies like daily boldness, structured check-ins, and using charitable actions to create a stronger, more impactful business. |
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[21:11] Stressing the significance of seeking specialists for specific problems and noting that financial advisors often overlook potential opportunities by not concentrating on specialized expertise. Address relatable problems to foster connection; refrain from stating you're a financial advisor.
[42:08] Advisors must ask probing, thoughtful questions to effectively uncover and understand clients' underlying money beliefs and decision-making processes. Effective financial advisors should prioritize active listening, ask insightful questions, and provide targeted, minimal advice. Advisors provide the most value through active listening.
The best is ahead!
-Matt