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
105: The Importance of Giving Advice That Sticks with Dr. Moira Somers (Repost)
The perfect plan is rendered useless in the absence of execution. Or, as Dr. Moira Somers says: “What’s the point of technically proficient advice...
104: The Best Ideas & Insights From 2023
The Human Side of Money in 2023: Released 35 episodes Crossed over 100k downloads (and almost 200k!) Delivered 2,517 minutes of content on the human side...
103: Making The Shift To Human-First Financial Guidance with Ross Marino
There’s a critical mistake made by almost every advisor around the world every single day. We focus more on the plan than the person. More on what we...
102: Delivering Advice That’s Easy To Implement By Making It Reasonable Not Rational
Lack of follow-through and implementation of advice is a widespread problem. One study revealed this gut-wrenching stat: 70% of clients implement less...
101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson
In 2012, Shaun Erickson founded Single Point Partners because he wanted to do something different. As a solo advisor at the time, his primary focus was...
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