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
70: Developing The Essential Communication Skills Every Advisor Needs with Dr. Jim Grubman
In healthcare, client outcomes and client satisfaction are directly correlated to the doctor’s “bedside manner.” The same holds true for client outcomes...
69: The Psychology of Referrals (Part II) with Dan Allison
Ever wondered why you don’t get more referrals from your clients? Good News: Most advisors have a client base that’s willing to refer. Bad News: Most...
68: The Best Ideas & Insights From 2022
The Human Side of Money in 2022: Released 28 episodes Had 21 conversations with expert guests Delivered 2,342 minutes of content on the human side of advice...
67: How To Guide Comfortable Conversations That Actually Inspire Change with Jeremy Keil
Every advisor has two puzzles to solve: What to do and how to get them to do it! The first requires an understanding of numbers. The second is an understanding...
66: Establishing A Goal Hierarchy To Create More Meaningful Goals with Eric Trexler
Most goal-setting exercises have one major flaw. They focus too much on WHAT someone wants to accomplish rather than WHY they want to accomplish it. The...
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