Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT
Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, and “pre-suasion” that sets the stage for meaningful connections from the very first impression. 🚀
In this episode, you’ll learn:
Why 95% of client decisions are emotional and subconscious—and what that means for your marketing.
How to shift from…
The skinny
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