The Human Side of Money Ep. 102: Delivering Advice That’s Easy To Implement By Making It Reasonable Not Rational
Brendan breaks down how to improve clients' follow-through by focusing on making the advice reasonable rather than optimal.
The Human Side of Money Ep. 101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson
Shaun Erickson takes us inside Single Point Partners to share exactly how to build a human-first approach into the fabric of your entire firm.
The Human Side of Money Ep. 100: A Collection of Advisor Stories Telling The Power of The Human Side
A collection of stories from advisors around the world sharing how the human side has impacted both their clients and their practice.
The Human Side of Money Ep. 99: Understanding How Your Client’s Past And Future Impacts Financial Decisions Today
Brendan explains everything you need to know about understanding the forces from the past and future to create better outcomes in the present.
The Human Side of Money Ep. 98: Creating A Unique Money Vision To Build A Client’s Ideal Life with Jake Northrup
Jake Northrup reveals what he does in every meeting to infuse the human element and help his clients live their ideal lives.
The Human Side of Money Ep. 97: A Blueprint For Conducting “Re-Discovery” Meetings With Long-Time Clients with Meghaan Lurtz
Meghaan Lurtz provides a blueprint for financial advisors to conduct re-discovery meetings with their long-term clients.
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