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
85: How (And Why) To Turn Clients’ Vague Goals Into Vivid Visions
Morningstar research reveals a direct link between savings behavior and mental time horizon. In fact, the research says mental time horizons are more influential...
84: A Three-Step Guide To Transform Your Relationship With Money with Bari Tessler
When financial advisors meet with clients, it’s easy to focus solely on the numbers and neglect the feelings they elicit. It’s easy to focus on dollars...
83: 3 Proven Techniques To Enhance Your Questions And Elevate Your Conversations
Asking great questions is a superpower for financial advisors. When done right, asking great questions establishes likeability, accelerates trust, and...
82: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part II)
In 2005, Josh Gilliam set out to research, read, and learn everything he could about behavioral finance, psychology, and communication. He was seeking...
81: A Framework For Facilitating Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part I)
In 2005, Josh Gilliam set out to research, read, and learn everything he could about behavioral finance, psychology, and communication. He was seeking...
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