101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson
In 2012, Shaun Erickson founded Single Point Partners because he wanted to do something different.
As a solo advisor at the time, his primary focus was on building a process with one main focus:
Building it around the client's agenda (a.k.a. - the things that matter most to the client).
Fast forward to 2023, and his focus has shifted.
Now, he's focused on building a human-first approach into the fabric of an entire firm.
Whether you're a solo advisor trying to embrace a human-first approach or a firm owner wondering how to build an entire firm with a human-first approach, you're in the right place.
Shaun Erickson takes us inside Single Point Partners to share exactly how to build a human-first approach into the fabric of your entire firm.
In this episode, you'll learn:
- A question to put a prospect's mind at ease
- Why you should follow up with clients 3 times
- How they train advisors to learn the human side
- The "Pebbles vs Boulders" approach to improve follow-through
- A story where asking one question forever changed the relationship
The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.
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