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
112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach
Three important questions every advisor should answer:
- Do you think you provide a valuable and life-changing service?
- Do you think...
111: The Most Important Skill In Financial Advice
There is one skill that will impact your success and your client’s success more than anything else.
The ability to listen.
More specifically,...
111: The Most Important Skill In Financial Advice
There is one skill that will impact your success and your client’s success more than anything else.
The ability to listen.
More specifically,...
[GREATEST HITS] Episode 18: Understanding A Client’s Money Mindset In Order To Maximize Their Well-Being with Sarah Newcomb
The greatest barrier for every client isn’t lack of information.
It’s their own mindset and behavior.
Whether it’s someone who over-spends,...
110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild
Research consistently shows that >90% of clients are satisfied.
At first glance, it sounds like a good thing.
But, if over 90% of clients...
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