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
60: Using Money To Accumulate Happiness Rather Than Wealth with Chris Budd
Money and happiness will forever be intertwined, specifically the relationship between the two. While money may not be able to buy happiness, it can certainly...
59: Tools For Discovering And Changing A Client’s Money Mindset with Rick Kahler
Money decisions are never just about money. Research tells us that about 90% of all financial decisions are made emotionally, not logically. Decisions...
58: The Advisor’s Guide To Money And Behavior with Dr. Brad Klontz
Whether you’ve been an advisor for four days or four decades, you know that your client’s success has just as much to do with their mind as their money....
57: The Trust Formula: How To Consistently Build Trust With Clients and Prospects With Mary Schmid
Trust is the foundation of success in financial advice. Research has found that trust is the #1 characteristic clients look for in a financial advisor....
56: 10 Insights To Master The Human Side of Advice
Every single advisor and planner recognizes the importance of the human side when working with people and their money. And every single advisor and planner...
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