The Human Side of Money Ep. 50: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part II)
Dr. Meghaan Lurtz explains why questions are so powerful and the keys to using them for creating connection and clarity with prospects and clients.
The Human Side of Money Ep. 49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I)
Dr. Meghaan Lurtz explains why questions are so powerful and the keys to using them for creating connection and clarity with prospects and clients.
The Human Side of Money Ep. 48: Crafting A Values-Driven Process To Attract And Acquire Ideal Clients with Bill Bachrach (Part II)
Bill Bachrach breaks down the values-based planning process he created to attract and acquire ideal clients with just one meeting.
The Human Side of Money Ep. 47: Crafting A Values-Driven Process To Attract And Acquire Ideal Clients with Bill Bachrach (Part I)
Bill Bachrach breaks down the values-based planning process he created to attract and acquire ideal clients with just one meeting.
The Human Side of Money Ep. 46: Defining “Enough” And “Off The Balance Sheet” Conversations with Jeremy Walter
Jeremy Walter shares why he opted to pursue enough rather than growth, how he talks about values with clients and how he uses his one-page financial plan.
The Human Side of Money Ep. 45: Designing A Discovery Process Designed To Maximize Return On Life with Mitch Anthony
Mitch Anthony explains the keys to designing a discovery process designed to maximize a client's return on life by using stories, asking questions, and focusing on transitions over goals.
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