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
90: Building A Service Model To Help Clients Align Money & Purpose with Justin Castelli
After 18+ years in the industry, Justin Castelli decided to shift his business model away from traditional financial planning. Here’s his quote to explain...
89: How Financial Empathy And Data Visualization Influence Client Behavior with Dr. Michael Thomas
“Behavioral Coaching” continues to emerge as the primary source of value in a relationship between an advisor and client. Yet, most advisors have never...
88: The Power of Mirroring Clients’ Words
There’s one communication technique in the skill set of FBI hostage negotiators that stands above the rest. One they describe as being the closest you’ll...
87: Incorporating The Human Element Throughout The Planning Process with Hannah Moore
The financial advice industry does an outstanding job of training and developing technical knowledge. The industry is full of advisors and planners who...
86: A Collection of Wisdom To Conduct The Ultimate Intro Meeting
The intro meeting is the lifeblood of an advisory business. That 30-60 minute window with a complete stranger is either the most expensive or the most...
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