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.
A collection of stories from advisors around the world sharing how the human side has impacted both their clients and their practice.
Brendan explains why financial advisors should stop giving advice to their clients and what they can do instead that's actually more effective.
Christine Benz explains the psychology of retirement spending and shares why she decided to prioritize peace of mind when it comes to financial decisions.
Brendan shares how one email can win clients and their trust.
Brendan shares how to build instant trust and get clients to reveal more information by mirroring their words.
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.
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.
Ted Klontz explains what advisors need to know about the brain in order to improve motivation, communication, and connection with clients and prospects.