Learning plan cover

Improve financial advising & communication

LEARNING PLAN

Improve financial advising & communication

Effective communication is the cornerstone of successful financial advisory, yet it's often overlooked in favor of technical knowledge. This learning plan is essential for financial advisors who want to differentiate themselves in a competitive market by building genuine client relationships that lead to better outcomes and long-term loyalty. Whether you're a new advisor establishing your practice or an experienced professional looking to deepen client engagement, mastering these communication and relationship skills will transform your effectiveness and impact.

ByCommunity User
1 h 56 m
12 coursesUpdated 1 day ago
The Trusted Advisor FieldbookThe Laws of WealthMaster Financial Intelligence: Beyond Money to True Wealth12 sources

How This Learning Plan Was Made

This plan was crafted by BeFreed’s proprietary AI to help you learn Improve financial advising & communication with ease. It is curated from in-depth research on the topic and structured around the most effective learning journeys proven by BeFreed users.

Each episode delivers bite-sized, high-impact lessons distilled from world-class sources — bestselling books, research papers, and expert insights. Together, they form a sophisticated yet accessible path to mastering Improve financial advising & communication.

What You'll Learn

  • Master client psychology and behavioral finance to understand what truly drives financial decisions
  • Develop active listening and persuasive communication skills to explain complex concepts with clarity and emotional impact
  • Build deep, lasting client relationships through emotional intelligence and trust-building frameworks
  • Navigate difficult conversations confidently while maintaining client trust and loyalty
  • Apply advanced influence strategies to guide high-stakes financial decisions authentically and effectively

Build your core competency as a trusted advisor by mastering client psychology, behavioral finance, and the fundamental relationship-building skills that distinguish great advisors from average ones.

The Trusted Advisor Fieldbook cover
The Trusted Advisor Fieldbook

A practical toolkit for building trust-based relationships with clients and colleagues, enhancing influence and leadership across industries.

10 m
The Laws of Wealth cover
The Laws of Wealth

A psychology-driven guide to outsmarting your own investing biases and making smarter financial decisions through rule-based strategies.

9 m
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source 1source 2source 3source 4
6 sources
Master Financial Intelligence: Beyond Money to True Wealth

Discover the five pillars of financial mastery that separate the wealthy from the struggling. Learn why money alone never creates wealth and how to develop the intelligence that transforms your relationship with finances forever.

8 m

Transform how you connect with clients through active listening, persuasive communication, and the ability to explain complex financial concepts in ways that resonate emotionally and intellectually.

Just Listen cover
Just Listen

Master the art of effective communication and persuasion by learning powerful listening techniques to connect with anyone.

8 m
Magic Words cover
Magic Words

Discover the power of language to persuade, connect, and drive action in every aspect of life and work.

9 m
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The Courage HabitClear ThinkingFinance for the People
3 sources
The Universal Language of Financial Change

Discover how to communicate money wisdom through three powerful pathways - body-based, analytical, and story-driven approaches that reach different learning styles but lead to the same destination: financial transformation.

12 m

Learn to cultivate deep, lasting client loyalty through emotional intelligence, difficult conversations, and proven trust-building frameworks that turn one-time clients into lifelong partnerships.

The Speed of Trust cover
The Speed of Trust

A practical guide to building trust as a powerful business asset, enhancing relationships and driving organizational success.

10 m
People Buy You cover
People Buy You

Win hearts before minds: relationships are your ultimate sales advantage.

9 m
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source 1source 2source 38 Strategies for Consultants to Build Trust and Deliver Value in 2024
6 sources
Building Trust in High-Ticket Consulting Sales

Jackson and Eli explore proven strategies for building genuine trust when selling expensive consulting services. They break down the Trust Equation, discuss embracing client resistance, and share how to demonstrate value before the sale through authentic relationships rather than traditional sales t

15 m

Elevate your advisory practice with sophisticated persuasion techniques, conversational intelligence, and the ability to guide high-stakes financial decisions through authentic influence.

Conversational Intelligence cover
Conversational Intelligence

Unlock the power of meaningful dialogue to build trust, foster collaboration, and achieve extraordinary results in business and life.

9 m
Thank You for Arguing cover
Thank You for Arguing

Master the art of persuasion with timeless techniques from Aristotle to Homer Simpson in this witty, enlightening guide.

8 m
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source 1source 2source 3source 4
6 sources
Master the Art of Persuasive Communication

Learn the psychology behind convincing others by understanding how people actually make decisions. Discover ancient wisdom and modern techniques to say the right words that create lasting connection and agreement.

9 m

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