Rick Kahler shares the tools every advisor needs to discover and change their client's money mindset since it drives the majority of financial decisions.
Dr. Brad Klontz dissects everything advisors and planners need to know about their clients' money behaviors.
After 50 podcast episodes, I boiled down hours of information into the 10 ideas and insights every advisors needs to know to begin mastering the human side of advice.
After 50 podcast episodes, I boiled down hours of information into the 10 ideas and insights every advisors needs to know to begin mastering the human side of advice.
Tim Maurer explains why the future of financial planning is the infusion of life within it.
Dr. Preston Cherry takes us through his framework for helping clients achieve life money balance.
Hal Hershfield shares his research on the psychological insights that help clients improve their financial decisions and behaviors.
Beverly Flaxington explains the keys to understanding human behavior and developing emotional intelligence to transform your relationships.
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.
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.