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
126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth
Does money talk strengthen your relationship—or strain it?
Doug and Heather Boneparth, a dynamic husband-wife team and experienced financial...
125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz
Here’s a question for you:
On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who...
124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas
Here’s the outline for most review meetings with long-time clients:
How is life? How is the family? Any major changes or updates? Here’s your...123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek
Financial advisors are on the front lines of bad news.
Your entire business is filled with clients who have either experienced grief or will...
122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley
Are your clients drifting aimlessly or swimming purposefully towards their financial goals?
The default for clients is to pick goals on autopilot....
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