The Human Side of Money

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

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Recent Episodes

114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel

Posted May 2, 202401:29:25

The combination of financial psychology and technology has a multiplier effect on client outcomes.

Advisors who effectively integrate both into...

114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel

Posted May 2, 2024

The combination of financial psychology and technology has a multiplier effect on client outcomes.

Advisors who effectively integrate both into...

113: 8 Secrets To Asking Great Questions That Get Great Answers

Posted April 18, 202400:39:17

More important than what questions you ask is how you ask them.

In this episode, shares 8 proven ways to ask better questions that lead to better...

113: 8 Secrets To Asking Great Questions That Get Great Answers

Posted April 18, 2024

More important than what questions you ask is how you ask them.

In this episode, shares 8 proven ways to ask better questions that lead to better...

112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach

Posted April 3, 202401:06:14

Three important questions every advisor should answer:

  • Do you think you provide a valuable and life-changing service?
  • Do you think...