Episode 2

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Published on:

14th Sep 2023

Episode 2: Harness the Power of Your Five Brains with Dr. Carlos Davidovich

Discover the secret to building stronger relationships with your clients, as we sit down with neuro-management expert, Dr. Carlos Davidovich and embark on a journey through the fascinating realm of our five brains. Can understanding the intricacies of our instinctual, emotional, and rational brains, coupled with the heart and gut brain, unlock the key to better financial advising? Dr. Davidovich thinks so, and he's here to share his insights with us, emphasizing on the importance of knowing what triggers our instinctual response when it comes to investments.

Dive deeper as we explore the importance of asking the right questions and truly listening to your clients. Dr. Davidovich reveals how understanding your client's motivations, needs, and fears can help craft the perfect message and build a trust that's unshakeable. Further, learn how to control your inner "team" with a practical tip on using metacognition to make informed decisions and respond more effectively. If you're looking to enhance your leadership skills and up your financial advising game, this episode is a must-listen. Join us and discover how to leverage your five brains for success.

Links mentioned in the episode:
www.carlosdavidovich.com

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What’s Next?

Staying Ahead of the Curve: Insights for Financial Advisors

In today's rapidly evolving financial landscape, how do you continue to thrive and better serve your clients? As an industry veteran for over 25 years, I understand the unique challenges facing financial advisors.

I have a wealth of resources to help you navigate these challenges:

  • Visit my website at https://www.samsivarajan.com/resources to download a free behavioral coaching guide and a free goals-based investing case study, packed with tips and strategies.
  • While you're there, don't forget to explore my bestselling books at https://www.samsivarajan.com/books. These books provide readers with further insights and guidance on how we can make better decisions - in investing, at home, and in the workplace.
  • Want to stay updated with my latest insights? Sign up for my LinkedIn newsletter, The Goals-Based Advisor. It's a great way to keep in touch and receive regular updates directly to your inbox.

Finally, if you have any questions or hire me as a speaker, coach or consultant, book a meeting with me on ...

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About the Podcast

The Future-Ready Advisor

As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed?

That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that you might also face, and how you can best position your practice for a successful future. 

Whether you're a seasoned advisor looking for new ways to grow your business, or a new advisor just starting out, The Future-Ready Advisor is the perfect resource for you to learn how to differentiate yourself in a crowded marketplace, solve your pain points, and leverage behavioral coaching to take your financial advisory practice to the next level.

Learn more and grab your Behavioral Coaching guide at www.samsivarajan.com/resources.



About your host

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Sam Sivarajan