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

Recent Episodes

141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener

Posted June 18, 2025 • 01:46:45

The most common mistake advisors make with prospects?

They deliver a logically-driven pitch showcasing all the ways they can help.

But,...

140: The Human Side of Retirement with Dan Haylett (Part 2)

Posted June 4, 2025 • 00:56:37

What if retirement planning wasn’t just about saving but about learning how to spend?

In Part 2 of The Human Side of Retirement, Brendan...

139: The Human Side of Retirement with Dan Haylett (Part 1)

Posted May 21, 2025 • 01:00:20

Retirement isn’t just about reaching a number – it’s a deeply personal transition that requires more than financial planning.

By understanding...

138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours

Posted May 7, 2025 • 01:39:31

Financial planning is a service-based business.

You’re selling the invisible. It can’t be seen, touched or experienced before buying.

Prospects...

137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets

Posted April 29, 2025 • 00:49:40

The conversations you have with clients during uncertain markets are the most important you’ll ever have.

Helping them safely and confidently...