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. 96: Why Advisors Shouldn’t Give Advice (And What To Do Instead)
Brendan explains why financial advisors should stop giving advice to their clients and what they can do instead that's actually more effective.
The Human Side of Money Ep. 93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz
Christine Benz explains the psychology of retirement spending and shares why she decided to prioritize peace of mind when it comes to financial decisions.
The Human Side of Money Ep. 91: The Email That Wins Clients And Their Trust
Brendan shares how one email can win clients and their trust.
The Human Side of Money Ep. 88: The Power of Mirroring Clients’ Words
Brendan shares how to build instant trust and get clients to reveal more information by mirroring their words.
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. 81: A Framework To Facilitate Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part I)
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. 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.