The interview below was one of the most difficult things I have ever done. I have no problem talking in front of a group of people, whether that be 10 or 10,000. But put a camera in front of me, press record, and it is an entirely different story.
This interview was done in one take. Surprisingly, I responded clearly and provided good information. It was a success! But it was nerve-wracking.
In this short video, I discuss:
- How advisors need to act like financial “personal trainers” for their clients
- What is a Behavioral Policy Statement and how one can be crafted
- What effective behavioral coaching looks like
If I can be of any help to you, please reach out. Thank you for watching!
JAY