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
95: Navigating The Dynamics Of Working With Couples And Money with Ashley Quamme
Every advisor remembers sitting in a meeting with a couple where one person is engaged and the other hasn’t said a word. Or the meeting with the couple...
94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka
If you want to convert more prospects into life-long clients… You need to know the answer to two questions: Why do people hire a financial advisor? Why...
93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz
Christine Benz has been dispensing financial planning knowledge and impacting the lives of people around the world for decades. She’s written hundreds...
92: Systems That Scale Human-To-Human Connection Throughout An Advisory Business with Libby Greiwe
There’s a dilemma that every financial advisor eventually comes face-to-face with. It’s when you realize that you have too little time and need to...
91: The Email That Wins Clients And Their Trust
There’s an email you can send that actually: 1) Improves conversion ratios 2) Improves connection and receives responses like “You get me.” In other...
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