Megan McCoy, a passionate researcher, teacher and financial planner, joins Jamie and Ana on the Framework podcast to discuss how a practitioner’s communication and office environment can drastically improve the financial planning process, despite the challenging odds of achieving gender parity in the field.

“Developing skills to be empathetic to others and a better listener is essential for financial planning,” Megan says.

Through discussion of communication tips for financial planners and clients, Megan revealed her insight that communication can be emotional, and that when a person chooses a financial planner, the environment of their meeting place plays a big role in their choice.

She also highlighted the difficulty of achieving true gender equality in the financial industry and encouraged people to do what they love. Megan has dedicated herself to making a difference in the financial industry and has inspired others to do the same.

In this episode, you will learn:

  • Why advisors often do not hire other advisors for themselves.
  • What tips advisors can use to improve their communication.
  • How financial planners can structure their practices to better serve clients.

If you enjoyed this episode, please leave us a review and rating.

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Jeremy Schwartz: Behavioral Finance and Investing

By: Ana Trujillo Limon
How can behavioral finance improve your investment strategies? Today on Framework, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management, joins Ana Trujillo Limón, Director, Coaching and Advisor …
Blog

Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

By: Ana Trujillo Limon
How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial …
Blog

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

By: Ana Trujillo Limon
Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief …
framework

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

By: Ana Trujillo Limon
How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., …
1 2 3 141