The Human Side of Money

138 Episodes

1. 135: Breaking Money Silence with Kathleen Burns Kingsbury

   Published: 3/26/2025
2. 134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams

   Published: 3/13/2025
3. 133: Creating A Visual Discovery Meeting Experience with David Armstrong

   Published: 2/26/2025
4. 132: The Search For Purpose and Meaning In Retirement with Tom Pendergast

   Published: 2/12/2025
5. 131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby

   Published: 1/29/2025
6. 130: Behavioral Finance Ideas Proven To Enhance Client Outcomes with Dan Egan

   Published: 1/15/2025
7. 129: The Best Ideas and Insights from 2024

   Published: 12/31/2024
8. 128: The 3 R’s of Relationship Marketing with Bill Cates

   Published: 12/11/2024
9. 127: Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman

   Published: 11/27/2024
10. 126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth

    Published: 11/13/2024
11. 125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz

    Published: 11/1/2024
12. 124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas

    Published: 10/16/2024
13. 123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek

    Published: 10/4/2024
14. 122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley

    Published: 9/18/2024
15. 121: A Playbook To Master The Human Side of Advice with Michael Kitces

    Published: 9/4/2024
16. 120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke

    Published: 8/23/2024
17. 119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II

    Published: 8/8/2024
18. 118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I

    Published: 7/11/2024
19. 117: Mastering The Art of Trust-Based Selling with Kerry Johnson

    Published: 6/20/2024
20. 116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter

    Published: 6/5/2024