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
Follow Our Podcast
Recent Episodes
136: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets
The conversations you have with clients during uncertain markets are the most important you’ll ever have.
Helping them safely and confidently...
135: Breaking Money Silence with Kathleen Burns Kingsbury
Talking about money remains one of the most challenging topics for many, often shrouded in silence and taboo.
Why do we hesitate to engage...
134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams
Financial advice is no longer just about offering services—it’s about creating real, meaningful experiences for clients.
Because an experience...
133: Creating A Visual Discovery Meeting Experience with David Armstrong
If you want to grow your advisory business by bringing on new clients, you have to get three things right:
Your marketing, messaging and meetings.
Marketing:...
132: The Search For Purpose and Meaning In Retirement with Tom Pendergast
We all have an idea of what retirement will be like.
But what happens when reality doesn’t match your expectations?
For many, the transition...
POWERED BY BLUBRRY
