T. Rowe - Shifting from Goals-Based to Value-Based Conversations

09/09/2026

BridgeBytes

0:00

4:45

Patrick Delaney, Insights Director at T. Rowe Price, outlines the advantages of shifting from goals-based to values-based conversations when connecting with younger clients.

D'autres épisodes de "BridgeBytes"

T. Rowe - Positioning Financial Advice in a World Influenced by Social Media
09/09/2026
2:12
Patrick Delaney, Insights Director at T. Rowe Price, describes how he would position the role of financial advisors to young investors who prefer to get their financial advice from social media.
T. Rowe - Connecting to Younger Clients by Asking the Right Questions
09/09/2026
3:55
Patrick Delaney, Insights Director at T. Rowe Price, shares the number one question he recommends asking clients if you're looking to connect on an emotional level.
Ne ratez aucun épisode de “BridgeBytes” et abonnez-vous gratuitement à ce podcast dans l'application GetPodcast.
T. Rowe - How Jargon Can Hurt Trust with Younger Investors
09/09/2026
4:25
Patrick Delaney, Insights Director at T. Rowe Price, explains why jargon-heavy language doesn't resonate with many younger investors and lists out some specific words advisors may want to avoid.
T. Rowe - Rethinking Your Target Clients
09/09/2026
3:26
Patrick Delaney, Insights Director at T. Rowe Price, explains why advisors might want to consider pursuing slightly less wealthy individuals when it comes to approaching younger clients.
T. Rowe - Shifting from Goals-Based to Value-Based Conversations
09/09/2026
4:45
Patrick Delaney, Insights Director at T. Rowe Price, outlines the advantages of shifting from goals-based to values-based conversations when connecting with younger clients.
T. Rowe - Opportunities in the "Next Wave" of Wealth
09/09/2026
3:38
Patrick Delaney, Insights Director at T. Rowe Price, shares statistics on the upcoming intergenerational wealth transfer.
Mental Health and the Financial Advice Relationship - The PERMA Model in Action
09/09/2026
5:07
Christina Gallo, a mental health therapist with CMHA-Toronto, walks viewers through a case study of a financial advisor using the PERMA Model, a self-care framework.
Mental Health and the Financial Advice Relationship - Understanding Individual Zones of Optimal Functioning
09/09/2026
4:15
Christina Gallo, a mental health therapist with CMHA-Toronto, explains the correlation between stress levels and professional performance using a concept called the IZOF* Model.
Mental Health and the Financial Advice Relationship - Managing Stress with the PERMA Model
09/09/2026
4:15
Christina Gallo, a mental health therapist with CMHA-Toronto, shares a practical tool to help manage self-care in a practical and effective way: the PERMA Model.
Mental Health and the Financial Advice Relationship - How Stressed Are Financial Advisors?
09/09/2026
2:30
Christina Gallo, a mental health therapist with CMHA-Toronto, shares some statistics on how much stress many advisors are facing in today's world.

Plus d'épisodes

Découvrez le meilleur des podcasts sur l'application GetPodcast.

Abonnez-vous à tous vos podcasts préférés, écoutez les épisodes sans connexion internet et recevez des recommandations de podcasts passionnants.

Une entreprise de

T. Rowe - Shifting from Goals-Based to Value-Based Conversations

BridgeBytes

D'autres épisodes de "BridgeBytes"

T. Rowe - Positioning Financial Advice in a World Influenced by Social Media

T. Rowe - Connecting to Younger Clients by Asking the Right Questions

T. Rowe - How Jargon Can Hurt Trust with Younger Investors

T. Rowe - Rethinking Your Target Clients

T. Rowe - Shifting from Goals-Based to Value-Based Conversations

T. Rowe - Opportunities in the "Next Wave" of Wealth

Mental Health and the Financial Advice Relationship - The PERMA Model in Action

Mental Health and the Financial Advice Relationship - Understanding Individual Zones of Optimal Functioning

Mental Health and the Financial Advice Relationship - Managing Stress with the PERMA Model

Mental Health and the Financial Advice Relationship - How Stressed Are Financial Advisors?