The Human Side of Money

138 Episodes

1. 17: Adrian Murphy | Delivering Human-First Financial Planning With A Chief Behavioral Officer

   Published: 3/3/2021
2. 16: Joy Lere | Changing Behavior By Focusing On Communication and Connection

   Published: 2/15/2021
3. 15: Moira Somers | The Importance of Giving Advice That Sticks (Part Two)

   Published: 2/3/2021
4. 14: Moira Somers | The Importance of Giving Advice That Sticks (Part One)

   Published: 1/19/2021
5. 13: Dan Allison | The Psychology of Referrals

   Published: 1/5/2021
6. 12: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part Two)

   Published: 12/15/2020
7. 11: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part One)

   Published: 12/1/2020
8. 10: Meghaan Lurtz | Improving Client Behavior By Bridging the Gap Between Your Current and Future Self

   Published: 11/17/2020
9. 9: Insulating Your Value From the Commoditization of Investments and Financial Planning

   Published: 11/3/2020
10. 8: Daniel Crosby | The Path To Building A “Behavioralized” Practice

    Published: 10/20/2020
11. 7: Catherine Morgan | How to Explore Client’s Emotions, Beliefs, and Behaviors

    Published: 10/6/2020
12. 6: Neil Bage | Bringing Behavior to Life in Financial Planning

    Published: 9/22/2020
13. 5: Andy Hart | Focusing on Managing Humans Instead of Assets to Deliver Better Outcomes

    Published: 9/8/2020
14. 4: Greg Davies | Behavioral Insights to Maximize Anxiety-Adjusted Returns

    Published: 8/25/2020
15. ANNOUNCEMENT: New Name. Same Mission.

    Published: 8/7/2020
16. 3: The Vision – A Blueprint for Mastering the Human Side of Money

    Published: 6/29/2020
17. 2: The Origin – Identifying the Forces Shaping the Value and Future of Advice

    Published: 5/19/2020
18. 0.5: The Preview – Why Now and What To Expect

    Published: 4/22/2020