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
55: Infusing Life Into The Financial Planning Process with Tim Maurer
Most financial advisors do a great job focusing on WHAT clients want to achieve (Goals) and HOW to achieve it (Financial Planning). But the best advice...
54: Helping Clients Achieve Life Money Balance with Dr. Preston Cherry
What’s the point of tripling your net worth if you still dread getting out of bed every morning? That’s why financial advice at the highest level focuses...
53: The Psychology of Decision-Making in Financial Planning with Hal Hershfield
It’s the most storied rivalry in finance. The current self versus the future self. The very nature of financial planning work with clients is heavily...
52: Developing Emotional Intelligence (EQ) To Transform Relationships With Clients And Prospects with Beverly Flaxington
You’ve likely heard of emotional intelligence (EQ). Intellectual intelligence (IQ) is important. But, EQ is crucial. Especially when you work with emotional...
51: The Financial Therapy Skills & Techniques Every Financial Advisor Needs with Dr. Kristy Archuleta
Most trainings, certifications, and designations financial advisors receive fail to teach the difference between crunching numbers and working with emotional...
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