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454 | Statement of Financial Purpose

Behavior Gap Radio: www.behaviorgapradio.com/

829 | Who Not How

847 | Finding Your Thing

924 | The Practice of Using Money

926 | The Arrival Fallacy

930 | What I Hope My Kids Say About Money

937 | New Essay On Goals

938 | Behind The Scenes With Chip

943 | Volume Two - The Problem and You

947 | Dancing With Dragons

948 | "Attention", a Micro-Essay

949 | The One Thing

The Impostor Syndrome

If You Love It, Don't Be Afraid to Spend More

Leave a Little Slack

Looking for Permission

The Cost of Holding On

Adventure is Worth It - New York Times

Let me make a claim here, a contention, an argument that trust is the single most valuable asset that any real financial advisor has. Just for a minute, I want you to take that asset away. Let's say you did something tomorrow, and it's not hard to imagine what you could do to have this result, but let's say you did something tomorrow to lose the trust of your current clients, your future clients, and your community, and collectively the world, right? Let's say you did that. What would you have left? If you lost that asset, what would you have left? To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter at behaviorgap.com.

Trust As An Asset

Instead of learning how to justify the fee you charge a client, get so good at your craft that your value isn't a question.

Show Your Value

What We Say We Want to Do - New York Times

When is Enough Enough - New York Times

The Process of Creating - New York Times

You're Fired - New York Times

Step By Step: The Power of Incremental Change - New York Times

Get The Tools Ready - New York Times

The Magic of Micro-Actions - New York Times

Everybody’s got a price...

What’s yours?

If anyone knows how to put a price on the kind of work that we do as real financial professionals, it’s probably Blair Enns. After all, that’s what his book Pricing Creativity: A Guide to Profit Beyond the Billable Hour is all about.

But part of knowing how to price our services comes down to knowing where our value lies. And brace yourself… it might not be where you think it is. 

In this conversation with Blair, we dig in to so many important topics. What questions should you ask during a first meeting? What value do you offer your client? How do we gain pricing power? What do our clients really want, and what do they say they want?

In many ways, the first meeting we have with prospective clients is the “Golf Swing” of our business. This conversation will give you the tools you need to perfect that swing.

I know you're going to get tons of value from this conversation. But if you want even more on the importance of nailing your first meeting with clients-to-be you will LOVE The Fellowship. In fact I have even cross referenced the show notes below with the Declarations from The Fellowship that correspond.

Just join here: https://www.thesocietyofadvice.com/

Carl Richards and Blair Enns Interview - How To Price Our Services

Why do humans do what they do? Carl Richards uses a Sharpie to explore human behavior around money, emotions, creative work and just about everything else people decide to try. Behavior Gap Radio captures Carl's stories and insights.

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