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
75: Understanding The Brain To Ignite Motivation Within Clients And Prospects With Ted Klontz
Financial advice requires working with money and people. Working with money is the easy part. You need a calculator and some decent math skills. Working...
74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients
This is the inaugural “Ask Me Anything” (AMA) episode. Whether it’s been emails, Twitter DM’s, LinkedIn messages, one-off virtual meetings, coaching...
73: The Evolution Of The “Human Dimension” And Helping Clients “Live Big” with Dave Yeske
Everything changed during FPA Retreat in Cheyenne County, Colorado in 1995. Up to that point, the focus of these gatherings, conferences and presentations...
72: The Power Of Finding Flow For Advisors And Clients with Dr. Jordan Hutchison
Think back to a time when you were “in the zone.” A time when you were completely immersed and focused on what you were doing. Psychologists refer...
71: 9 Guiding Principles For The Human Side of Advice
You’ll never truly master the human side of advice until you have the right mindset to do it. And, unfortunately, most advisors need a complete re-programming....
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