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

110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild

Posted March 7, 2024 •

Research consistently shows that >90% of clients are satisfied.

At first glance, it sounds like a good thing.

But, if over 90% of clients...

109: How To Deliver Advice That Clients Actually Follow

Posted March 1, 2024 • 00:34:10

If you want your clients to actually follow-through on the advice you give, you have to shift your approach. You have to shift from “Advisor-Driven”...

108: The Secrets To Communicate With Confidence In Any Situation with Matt Abrahams

Posted February 21, 2024 • 00:56:51

Your success in this profession and the quality of your relationships are directly correlated with your communication skills. Think about the communication...

107: The Communication Superpower For Creating Authority And Urgency with Sten Morgan

Posted February 7, 2024 • 01:16:21

Most financial advisors’ meetings are underwhelming. They typically include a mix of small talk, dialogue, fact-finding, and a less-than-riveting display...

106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie

Posted January 24, 2024 • 01:30:45

Trust is the foundation of success in financial advice. You need trust to get prospects to become clients and you need trust to get clients to follow-through...