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
80: The Golden Circle of Financial Advice: Understanding The Connection Between Goals & Values
If you work with people and their money to fund something now or in the future, it’s absolutely crucial that you understand the dynamic between goals...
79: Behavioral Finance Principles That Actually Improve Financial Behavior with Barry Ritholtz
As behavioral finance has moved into the mainstream, one thing has become clear. It’s great to know there’s a way to explain a client’s sub-optimal...
78: The Art of Asking Great Questions That Get Great Answers with Warren Berger
Asking great questions is a superpower for financial advisors. But, it’s not enough to simply ask questions. The types of questions, the timing of questions,...
77: Best Questions For Each Step Of The Client Journey
Every advisor always wants to know what questions to ask. But, more important than WHAT you ask is WHEN you ask it. A great question asked at the wrong...
76: Emotionally-Compelling Conversations To Fast-Track Trust And Likability with Deirdre Van Nest
We all know that human beings buy on emotion and justify with logic. Yet, when meeting with a prospect, the majority of advisors default to leading with...
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