Thursday Post: Joshua Wilson Podcast

December 05, 2024

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.

Navigating Client Connections and Emotional Decisions with Dr. Joshua Wilson

In this episode of Bridging the Gap, Dr. Joshua Wilson discusses the art of building authentic client relationships in a digitally connected world. He emphasizes the power of emotional connections, highlighting techniques like "pre-situation" and storytelling to resonate deeply with clients and build trust. Dr. Wilson also explores how self-awareness and leveraging unique personal strengths can enhance perception and foster meaningful, lasting connections.

Jump to this:

[17:03] Emotional connections frequently outweigh logical reasoning in decision-making processes, emphasizing the significance of understanding one's deeper feelings and personal purpose beyond surface-level, logical responses.

[28:48] Showing vulnerability fosters deeper connections, enhancing communication and openness.

The best is ahead!

-Matt