138 Episodes

  1. 37: The Irrational And Invisible Influences That Drive Human Behavior with Rory Sutherland

    Published: 10/27/2021

  2. 36: Integrating A Life Planning Approach In Your Practice with Scott Frank

    Published: 10/13/2021

  3. 35: The Tools To Assess, Predict, and Change Client Behavior with Sarah Fallaw

    Published: 9/29/2021

  4. 34: Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin

    Published: 9/15/2021

  5. 33: Values-Based Financial Advice That Works in Real Life with Natalie Taylor

    Published: 9/1/2021

  6. 32: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part II)

    Published: 8/25/2021

  7. 31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)

    Published: 8/18/2021

  8. 30: Exploring the Mindsets and Motivations Driving Money Decisions with Rachel Cruze

    Published: 8/4/2021

  9. 29: The Behavioral Coaching Dilemma: Giving Clients What They Want Instead of What They Need

    Published: 7/30/2021

  10. 28: The Human Side of Digital Marketing with Samantha Russell

    Published: 7/21/2021

  11. 27: Enhancing Client Connection and Outcomes In Virtual Financial Planning Meetings with Dr. Sarah Asebedo

    Published: 7/7/2021

  12. 26: Financial Therapy Skills 101 For Financial Advisors with Nathan Astle

    Published: 6/23/2021

  13. 25: Uncovering Your Client’s Most Meaningful Goals with Samantha Lamas

    Published: 6/9/2021

  14. 24: Improving Client Decisions and Behavior Using Brain Science with Graeme Newell

    Published: 5/26/2021

  15. 23: The Best Question To Ask Prospects In A First Meeting

    Published: 5/19/2021

  16. 22: Jay Mooreland | Applying Behavioral Finance Principles To Coach Clients and Differentiate Your Business

    Published: 5/12/2021

  17. 21: Travis Parry | A Research-Based Method To Actually Achieve Work/Life Balance

    Published: 4/28/2021

  18. 20: George Kinder | The Future of Financial Planning is Life Planning

    Published: 4/14/2021

  19. 19: Brian Portnoy | Mapping Money To Meaning On The Path To Funded Contentment

    Published: 3/31/2021

  20. 18: Sarah Newcomb | Understanding a Client’s Money Mindset In Order to Maximize Their Well-Being

    Published: 3/17/2021

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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!