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Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts Your Engagement Language may be the most critical input affecting your success when it comes to client engagement, referrals, profitability, and overall ease of your client relationships. Baz Gardner and Tristin Aylward of The Social Adviser discuss in this episode of The Exceptional Advice... [Keep reading]

Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts If you truly want to be an Exceptional Adviser then you must learn the secrets of client psychology so you understand how to walk your prospective clients through the right sequence of context in order to have them truly connect to your greatest value.... [Keep reading]

Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts One of the key elements of exceptional Client Engagement is the degree to which you strike the right balance of perceptions around your price. In this episode, we dig into the nuanced depths of our research into client engagement as it relates to this... [Keep reading]

The Exceptional Advice Show Ep. 11 - The 4 Key Elements of Client Engagement Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts There are four key elements that are critical to mastering Client Engagement. In this episode, we introduce these four components, that will help you take on more of the right... [Keep reading]

The Exceptional Advice Show Ep. 10 - Getting Paid Before You Start Work Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts So many professionals start doing work for clients before 1) Everything is settled and agreed to, and 2) Before getting paid. This leaves so much room for conflict, cognitive dissonance, lack... [Keep reading]

The Exceptional Advice Show Ep. 9 - Price Discovery Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts True PRICE DISCOVERY is perhaps the ultimate tool for maximizing Advice firm profitability. Yet not one firm we have encountered has actually been through the process of finding true price discovery. How do you actually... [Keep reading]

The Exceptional Advice Show Ep. 8 - Real Financial Inputs Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts What are the real financial inputs of advice? In this episode of The Exceptional Advice Show we discuss how most advisers are actually dealing with outputs rather than true inputs and therefore missing the... [Keep reading]

The Exceptional Advice Show Ep. 7 - Conscious vs Subconscious Communication Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts In our experience, in order to become an exceptional Adviser, you must learn to use your intuition ahead of logic with clients in order to help them align their conscious & subconscious. Clients... [Keep reading]