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
131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby
We all know that true wealth goes far beyond money.
Yet, we all act as though money is the ultimate end game.
Like when your client says,...
130: Behavioral Finance Ideas Proven To Enhance Client Outcomes with Dan Egan
As Betterment’s Director of Behavioral Science, Dan Egan knows that understanding human behavior is key to your client’s financial success.
But...
129: The Best Ideas and Insights from 2024
The Human Side of Money in 2024:
- Released 24 episodes
- Delivered 1,933 minutes of content on the human side of advice
128: The 3 R’s of Relationship Marketing with Bill Cates
“If you’re not relevant, you’re ignored. If you’re not compelling, you’re forgotten.”
Bill Cates, the “OG” of relationship...
127: Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman
Meir Statman, a trailblazer in behavioral finance, says: “Financial well-being underlies life well-being.”
Advisors know their clients want...
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