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
65: Four Pillars Of The Ultimate Discovery Meeting
The discovery meeting is the single most important meeting for your clients and your practice. If you’re like most, you’ve probably looked up “the...
64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke
You can’t help a prospect if they never become a client. You can’t help a client if they don’t implement your advice. Like it or not, both require...
63: Defining Financial Purpose By Viewing Money As A Tool Rather Than A Goal with Derek Hagen
No client actually cares about maximizing their wealth. Every client cares about maximizing their life. Therefore, money should never be a goal. It should...
62: The Psychology of Communicating and Delivering Advice with Dr. Derek Tharp
Your client’s decisions are almost always subconsciously driven by invisible influences. Should I wear a suit? Should CNBC be on in the lobby? Does the...
61: A Toolkit To Change Client Behavior And Improve Follow-Through of Advice
The job of a financial advisor and planner isn’t simply to dispense the advice, pat yourself on the back, and walk away as if your job is done. It’s...
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