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
146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
Most Advisors rely on technical expertise (IQ).
But when you work with human beings, IQ alone often isn’t enough.
You have to combine...
145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert
What if everything you’ve been taught about preparing clients for retirement is only half the story?
Fritz Gilbert spent a decade writing over...
144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy
What if the most important trust-building moments with clients aren’t during meetings, but actually in between them?
It turns out that your...
143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon
Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully...
142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe
What if your onboarding process could become your most powerful referral engine?
Most advisors overlook onboarding as a strategic growth tool—and...
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