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.
Brendan breaks down how to improve clients' follow-through by focusing on making the advice reasonable rather than optimal.
A collection of stories from advisors around the world sharing how the human side has impacted both their clients and their practice.
Brendan explains everything you need to know about understanding the forces from the past and future to create better outcomes in the present.
Michael Thomas explains how financial advisors can use financial empathy and data visualization to influence client behavior for the better.
Brendan shares how turning a client's vague goals into a vivid vision builds their motivation and enhances their life.
Josh Gilliam dives into the framework that he built to facilitate better conversations and connections with clients and prospects.
Barry Ritholtz shares how Ritholtz Wealth Management embeds behavioral finance throughout their process to improve client behavior.
Brendan reveals the best three questions financial advisors can ask at each stage of the client journey.
Deirdre Van Nest shares how to fast-track your trust factor with prospects by communicating in an emotionally-compelling way.
Ted Klontz explains what advisors need to know about the brain in order to improve motivation, communication, and connection with clients and prospects.