Learn the 9 guiding principles that create the foundation to master the human side of advice.
The Human Side of Money Ep. 70: Developing The Essential Communication Skills Every Advisor Needs with Dr. Jim Grubman
Dr. Jim Grubman explains how to develop and hone the skills that financial advisors need to improve their communication and connection with clients and prospects.
Dan Allison explains a process for financial advisors leveraging psychology that increases client referrals.
A recap of the best ideas and insights from the show in 2022 to enhance your clients' lives and forever change the trajectory of your business.
The Human Side of Money Ep. 67: How To Guide Comfortable Conversations That Actually Inspire Change with Jeremy Keil
Jeremy Keil takes us inside his meetings and explains how he uses motivational interviewing skills to actually inspire change.
The Human Side of Money Ep. 66: Establishing A Goal Hierarchy To Create More Meaningful Goals with Eric Trexler
Eric Trexler explains how to establish a goal hierarchy to create more meaningful goals for clients and prospects.
Learn the four pillars of conducting and delivering the ultimate discovery meeting that converts prospects into life-long clients.
The Human Side of Money Ep. 64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke
Nancy Bleeke shares a framework for turning prospects into clients by collaborating rather than selling.
The Human Side of Money Ep. 62: The Psychology of Communicating and Delivering Advice with Dr. Derek Tharp
Derek Tharp shares psychological insights to help financial advisors improve the communication and delivery of their advice with clients and prospects.
The Human Side of Money Ep. 60: Using Money To Accumulate Happiness Rather Than Wealth with Chris Budd
Chris Budd shares how financial advisors can learn what clients actually want from their money in order to help them become happier and more fulfilled.