146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris

Most Advisors rely on technical expertise (IQ).

But when you work with human beings, IQ alone often isn’t enough.

You have to combine IQ and EQ (Emotional Intelligence).

Shannon Harris, Managing Partner at Ecclesiastes Wealth Partners, has developed an approach that blends IQ with EQ by delivering values-based advice designed to reshape every client conversation.

In this episode, she shares why she completely rebranded her firm to focus on values-based advice and the framework she uses to deliver that value in every conversation.

You’ll Learn:

Why IQ alone often isn’t enough and how EQ can elevate your business
How she applies values-based conversations in every meeting
How she uncovers a client’s top 5 values with a simple exercise
How she uses the client’s values to help them make better decisions
The common quantitative and qualitative results of embracing this approach

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About Our Guest:

Shannon Harris is the Managing Partner and an advisor at Ecclesiastes Wealth Partners, recognized by Forbes as one of the Top Women Wealth Advisors. With over 25 years of experience, she blends financial planning with emotional intelligence, delivering values-based advice that aligns money with what matters most. Her unique approach is rooted in behavioral finance and life coaching, helping clients make meaningful, purpose-driven financial decisions.

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Published on 2 weeks ago

Podcast Episode Details

146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris