At Trailhead Planners, Courtney Ranstrom takes a holistic approach and offers her clients a judgment-free zone where they can be themselves and share their story comfortably. In this episode, you'll learn why emotional intelligence is critical to have in your financial advice toolbox so you can help clients better, keep them happy, and increase retention as a result. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.
07:00 – Building confidence to run your business
12:50 – Helping individuals from the LGBTQ community who are transitioning
18:00 – Dealing with sensitive situations through compassion & empathy
33:33 – What makes a good financial advisor
47:00 – Through change comes growth