The Human Side of Money

138 Episodes

1. 96: Why Advisors Shouldn’t Give Advice (And What To Do Instead)

   Published: 10/4/2023
2. 95: Navigating The Dynamics Of Working With Couples And Money with Ashley Quamme

   Published: 9/27/2023
3. 94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka

   Published: 9/14/2023
4. 93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz

   Published: 8/30/2023
5. 92: Systems That Scale Human-To-Human Connection Throughout An Advisory Business with Libby Greiwe

   Published: 8/16/2023
6. 91: The Email That Wins Clients And Their Trust

   Published: 8/10/2023
7. 90: Building A Service Model To Help Clients Align Money & Purpose with Justin Castelli

   Published: 8/2/2023
8. 89: How Financial Empathy And Data Visualization Influence Client Behavior with Dr. Michael Thomas

   Published: 7/19/2023
9. 88: The Power of Mirroring Clients’ Words

   Published: 7/14/2023
10. 87: Incorporating The Human Element Throughout The Planning Process with Hannah Moore

    Published: 7/5/2023
11. 86: A Collection of Wisdom To Conduct The Ultimate Intro Meeting

    Published: 6/21/2023
12. 85: How (And Why) To Turn Clients’ Vague Goals Into Vivid Visions

    Published: 6/8/2023
13. 84: A Three-Step Guide To Transform Your Relationship With Money with Bari Tessler

    Published: 5/24/2023
14. 83: 3 Proven Techniques To Enhance Your Questions And Elevate Your Conversations

    Published: 5/17/2023
15. 82: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part II)

    Published: 5/10/2023
16. 81: A Framework For Facilitating Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part I)

    Published: 4/26/2023
17. 80: The Golden Circle of Financial Advice: Understanding The Connection Between Goals & Values

    Published: 4/21/2023
18. 79: Behavioral Finance Principles That Actually Improve Financial Behavior with Barry Ritholtz

    Published: 4/12/2023
19. 78: The Art of Asking Great Questions That Get Great Answers with Warren Berger

    Published: 3/27/2023
20. 77: Best Questions For Each Step Of The Client Journey

    Published: 3/22/2023