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The Exceptional Advisor PodcastAuthor: Investments & Wealth Institute
Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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How Great Advisors Build Trust With Herman Brodie
Episode 4
Wednesday, 8 April, 2026
Herman Brodie, behavioral scientist and Founding Director of Prospecta Limited, has spent years studying how people build trust and why they lose it. In this episode of The Exceptional Advisor, he joins host Sean Walters and shares insights for financial advisors navigating today's polarized, noise-filled world, including: Why salient headlines and changes draw client attention and how to redirect it How "behavior residue" and political polarization are showing up in client relationships How vulnerability outperforms self-promotion when building new relationships The importance of competence and benevolence in building trust This is the conversation every advisor needs to hear to understand what trust really means and how to build more of it.
