Why Your Zoom Calls Matter with Liz Dykes (Ep. 49)
How do we maintain a personal touch in an increasingly digital age?
Elevate your understanding as Dr. Jordan Hutchison is joined by Liz Dykes, Chartered Investment Manager and Certified in Life and Success Coaching.
Together, they plunge into the essence of understanding clients, challenging preconceived notions, and establishing strong rapport, especially in the financial advisory space.
In this conversation, you’ll discover:
- Why face-to-face meetings, even online, matter
- How to harness the power of meeting people where they’re emotionally at
- Why behavioral finance is more relevant today than ever
- What ‘success’ really means to you
- How sharing personal stories and being vulnerable can build trust
- And more!
Resources:
- Whitney Houston – Higher Love
- Future Proof
- Bud Fox
- Morgan Housel
- Episode 46 – How Availability & Support Make A Difference For Clients With Kelly Klingaman
- Concept: Sunken Cost Fallacy
Connect with Liz Dykes:
Connect with Jordan Hutchison:
About our Guest:
Liz Dykes is a strategist and coach, pulling insights from her background in market research, financial services, and coaching. Known for her nuanced approach to helping people find clarity amid life’s complexities, Liz focuses on actionable wisdom for both personal and professional growth.
Why do people connect with Liz? It’s her ability to offer grounded advice that helps you bend, not break, in a world of constant change. Liz provides a different perspective—one that broadens your view and empowers you to make informed decisions. And in a world buzzing about artificial intelligence, Liz offers simple, effective ways it can free up time for the things and people that matter most to you.
If you’re looking to shift from being a passenger to becoming an active participant in your life’s journey, Liz is the guide you’ve been seeking.
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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.
The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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