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

117: Mastering The Art of Trust-Based Selling with Kerry Johnson

Posted June 20, 202401:17:42

The growth of your business hinges on your ability to build and establish trust with prospective clients. In this episode, Kerry Johnson, “America’s...

116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter

Posted June 5, 202401:13:40

Love and money are two emotional subjects on their own.

And one HIGHLY emotional subject when combined together.

Next time you meet with...

116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter

Posted June 5, 2024

Love and money are two emotional subjects on their own.

And one HIGHLY emotional subject when combined together.

Next time you meet with...

115: The 5 Pillars of The Ultimate Intro Meeting

Posted May 15, 202400:35:00

The intro meeting is the lifeblood of an advisory business.

It’s either the single most expensive or the single most profitable activity that...

115: The 5 Pillars of The Ultimate Intro Meeting

Posted May 15, 2024

The intro meeting is the lifeblood of an advisory business.

It’s either the single most expensive or the single most profitable activity that...