The Human Side of Money

135 Episodes

1. 112: Using "Influence" Techniques To Persuade Prospects To Become Clients with Evan Beach

   Published: 4/3/2024
2. 111: The Most Important Skill In Financial Advice

   Published: 3/28/2024
3. [GREATEST HITS] Episode 18: Understanding A Client’s Money Mindset In Order To Maximize Their Well-Being with Sarah Newcomb

   Published: 3/20/2024
4. 110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild

   Published: 3/7/2024
5. 109: How To Deliver Advice That Clients Actually Follow

   Published: 3/1/2024
6. 108: The Secrets To Communicate With Confidence In Any Situation with Matt Abrahams

   Published: 2/21/2024
7. 107: The Communication Superpower For Creating Authority And Urgency with Sten Morgan

   Published: 2/7/2024
8. 106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie

   Published: 1/24/2024
9. 105: The Importance of Giving Advice That Sticks with Dr. Moira Somers (Repost)

   Published: 1/11/2024
10. 104: The Best Ideas & Insights From 2023

    Published: 12/22/2023
11. 103: Making The Shift To Human-First Financial Guidance with Ross Marino

    Published: 12/7/2023
12. 102: Delivering Advice That’s Easy To Implement By Making It Reasonable Not Rational

    Published: 11/30/2023
13. 101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson

    Published: 11/22/2023
14. 100: A Collection of Advisor Stories Telling The Power of The Human Side

    Published: 11/9/2023
15. 99: Understanding How Your Client’s Past And Future Impacts Financial Decisions Today

    Published: 11/2/2023
16. 98: Creating A Unique Money Vision To Build A Client’s Ideal Life with Jake Northrup

    Published: 10/25/2023
17. 97: A Blueprint For Conducting “Re-Discovery” Meetings With Long-Time Clients with Meghaan Lurtz

    Published: 10/11/2023
18. 96: Why Advisors Shouldn’t Give Advice (And What To Do Instead)

    Published: 10/4/2023
19. 95: Navigating The Dynamics Of Working With Couples And Money with Ashley Quamme

    Published: 9/27/2023
20. 94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka

    Published: 9/14/2023