Articles for Financial Advisors
Practical, ready-to-use insights on communication, humor, and client trust.
Financial Advisors! You Don’t Have to be Funny to be Funny
Note: The Core Benefit of Adding relevant Humor (Not comedy) to your presentation is to build connection, trust and likeability with your audience or client. This is not BS from an Irishman but grounded in solid neuroscience research. Many financial advisors hear the...
How Financial Advisors Can Use Humor to Build Trust and Connection
How Financial Advisors Can Use Humor to Build Trust and Connection As a financial advisor, the core benefit of adding humor to your presentation is not to make prospects laugh, but to build connection and trust with prospects by making them laugh. Humor is one of the...