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
100: A Collection of Advisor Stories Telling The Power of The Human Side
Mastering the human side of advice will: Enrich your clients’ lives Enhance your relationships with clients Forever change the trajectory of your business/career...
99: Understanding How Your Client’s Past And Future Impacts Financial Decisions Today
Your client isn’t just the person sitting in front of you today. It’s who they’ll become 30 years from now. And, it’s who they were 30 years ago....
98: Creating A Unique Money Vision To Build A Client’s Ideal Life with Jake Northrup
It’s one thing for advisors to say they want to get better at the human side. It’s another thing to actually start making changes to your processes...
97: A Blueprint For Conducting “Re-Discovery” Meetings With Long-Time Clients with Meghaan Lurtz
Let’s face it…most advisors’ meetings with long-term clients are lackluster. You ask about life, the kids, any changes in their life, etc. Then,...
96: Why Advisors Shouldn’t Give Advice (And What To Do Instead)
The relationship dynamic between advisors and clients is shifting. It’s shifting away from treating the plan and towards treating the person. The old...
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