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. 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. 89: How Financial Empathy And Data Visualization Influence Client Behavior
Michael Thomas explains how financial advisors can use financial empathy and data visualization to influence client behavior for the better.
The Human Side of Money Ep. 85: How (And Why) To Turn Clients’ Vague Goals Into Vivid Visions
Brendan shares how turning a client's vague goals into a vivid vision builds their motivation and enhances their life.
The Human Side of Money Ep. 82: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part II)
Josh Gilliam dives into the framework that he built to facilitate better conversations and connections with clients and prospects.
The Human Side of Money Ep. 79: Behavioral Finance Principles That Actually Improve Financial Behavior with Barry Ritholtz
Barry Ritholtz shares how Ritholtz Wealth Management embeds behavioral finance throughout their process to improve client behavior.
The Human Side of Money Ep. 77: Best Questions For Each Step Of The Client Journey
Brendan reveals the best three questions financial advisors can ask at each stage of the client journey.
The Human Side of Money Ep. 76: Emotionally-Compelling Conversations To Fast-Track Trust And Likability with Deirdre Van Nest
Deirdre Van Nest shares how to fast-track your trust factor with prospects by communicating in an emotionally-compelling way.
The Human Side of Money Ep. 75: Understanding The Brain To Ignite Motivation Within Clients And Prospects with Ted Klontz
Ted Klontz explains what advisors need to know about the brain in order to improve motivation, communication, and connection with clients and prospects.