Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Content provided by Daniel Kopp and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Kopp and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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PME Book Club—Advice That Sticks: Why Good Advice Isn’t Enough
Manage episode 492194018 series 2948641
Content provided by Daniel Kopp and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Kopp and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Welcome to a special bonus episode of the Military to Financial Planner Podcast! I’m Daniel Kopp, and today I’m joined by my SkillBridge intern, Russ Meyer, for the inaugural session of our PME Book Club. We’re diving deep into "Advice That Sticks: How to Give Financial Advice That People Will Follow" by Dr. Moira Somers—one of my hands-down favorite books for any financial planner, and honestly, for anyone who wants to make their advice more impactful in any area of life.
Russ and I explore what makes advice “stick,” the science and psychology behind why people don’t always follow sound, technically correct advice, and how we as professionals—and humans—can help bridge that gap. We discuss Dr. Somers’ FACTS framework (Facts, Acknowledgement, Curiosity, Timing, and Support), the importance of open-ended listening, the stages of client change, and the sometimes surprising emotional complexities in the planner-client relationship.
This episode isn’t just for financial planners! Whether you’re a parent, spouse, mentor, or just someone who genuinely wants to help others—this conversation reveals how to move from simply giving advice to fostering real, lasting change.
74 episodes
Share
Manage episode 492194018 series 2948641
Content provided by Daniel Kopp and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Kopp and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Welcome to a special bonus episode of the Military to Financial Planner Podcast! I’m Daniel Kopp, and today I’m joined by my SkillBridge intern, Russ Meyer, for the inaugural session of our PME Book Club. We’re diving deep into "Advice That Sticks: How to Give Financial Advice That People Will Follow" by Dr. Moira Somers—one of my hands-down favorite books for any financial planner, and honestly, for anyone who wants to make their advice more impactful in any area of life.
Russ and I explore what makes advice “stick,” the science and psychology behind why people don’t always follow sound, technically correct advice, and how we as professionals—and humans—can help bridge that gap. We discuss Dr. Somers’ FACTS framework (Facts, Acknowledgement, Curiosity, Timing, and Support), the importance of open-ended listening, the stages of client change, and the sometimes surprising emotional complexities in the planner-client relationship.
This episode isn’t just for financial planners! Whether you’re a parent, spouse, mentor, or just someone who genuinely wants to help others—this conversation reveals how to move from simply giving advice to fostering real, lasting change.
74 episodes
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Similar to Military to Financial Planner Podcast
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
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…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
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…
continue reading
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…
continue reading
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…
continue reading
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…
continue reading
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…
continue reading
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