On the latest episode of The Get Ready Money Podcast, I spoke with Dr. Joshua Wilson, coach and speaker about how advisors can integrate financial behavior into their client relationships.
Key takeaways:
- Relationships matter.
- People connect with personal journeys.
- Increase your productivity by removing distracting decisions.
- You can talk about yourself without bragging about yourself.
- People don’t make decisions purely on fact.
- Be boring with your investing and bold with your earning potential.
Connect with Dr. Joshua Wilson:
Podcast:
- Untamed Ethos Podcast (Apple Podcasts)
Book:
- Atomic Habits by James Clear (Bookshop)
Bio:
Dr. Joshua Wilson started his career the way most advisors do—trying to compete on credentials, logic, and hustle. With no salary, no leads, and a rented room to keep expenses low, he built his book of business from zero. Later, he stepped in as CEO of a struggling RIA and led it through a turnaround and successful sale. Along the way, he realized the turning point in his success wasn’t more designations or better charts—it was the moments when clients felt he was the right fit before they even spoke to him. That insight led him to pursue a PhD in Behavioral Finance, where he studied how people make financial decisions—through trust, emotion, and subconscious cues.
Today, he leads NeuBeFi, a strategy firm that helps advisors and financial brands build stronger positioning by aligning their message with how the brain makes decisions. His work sits at the intersection of behavioral science, communication strategy, and real-world leadership.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
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